SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 158 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $572,310 | -17.5% | 25,803 | -19.3% | 0.06% | -16.7% |
Q4 2022 | $693,577 | -99.9% | 31,962 | -1.5% | 0.08% | -2.5% |
Q3 2022 | $696,024,000 | -18.7% | 32,449 | -13.3% | 0.08% | -12.1% |
Q2 2022 | $855,601,000 | +89868.6% | 37,444 | -5.7% | 0.09% | +7.1% |
Q1 2022 | $951,000 | -9.2% | 39,697 | -3.7% | 0.08% | +10.4% |
Q4 2021 | $1,047,000 | +9.5% | 41,239 | +11.0% | 0.08% | +5.5% |
Q3 2021 | $956,000 | -10.7% | 37,153 | -10.3% | 0.07% | -8.8% |
Q2 2021 | $1,071,000 | +29.2% | 41,414 | +29.5% | 0.08% | +25.0% |
Q1 2021 | $829,000 | – | 31,969 | – | 0.06% | – |
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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% |