SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 168 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,891,951 | +121.4% | 85,725 | +108.7% | 0.63% | +98.4% |
| Q3 2023 | $854,360 | +73.6% | 41,075 | +82.8% | 0.32% | +78.5% |
| Q2 2023 | $492,208 | -63.6% | 22,465 | -57.3% | 0.18% | -67.6% |
| Q3 2021 | $1,354,000 | -29.3% | 52,650 | -28.9% | 0.55% | -31.4% |
| Q2 2021 | $1,916,000 | – | 74,100 | – | 0.80% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Capitol Family Office, Inc. | 504,340 | $12,800,000 | 8.78% |
| Financial Engines Advisors L.L.C. | 116,885,017 | $2,966,542,000 | 7.89% |
| Modera Wealth Management, LLC | 7,048,670 | $178,896,000 | 6.83% |
| KWB Wealth | 1,607,385 | $40,795,000 | 6.78% |
| Leicht Financial Planning & Wealth Management, Inc. | 294,865 | $7,484,000 | 4.27% |
| Concord Wealth Partners | 675,033 | $17,132,000 | 4.19% |
| Values First Advisors, Inc. | 198,322 | $5,033,000 | 2.98% |
| Chesapeake Wealth Management | 307,030 | $7,792,000 | 2.62% |
| Pinnacle Wealth Management Group, Inc. | 121,732 | $3,090,000 | 2.29% |
| Good Life Advisors, LLC | 672,203 | $17,061,000 | 2.07% |