SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 160 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $61,993 | +2.2% | 2,795 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $60,652 | -97.6% | 2,795 | -97.2% | 0.00% | -97.3% |
| Q4 2021 | $2,533,000 | -40.8% | 99,807 | -40.0% | 0.07% | -46.3% |
| Q3 2021 | $4,279,000 | -2.8% | 166,359 | -2.2% | 0.14% | -2.2% |
| Q2 2021 | $4,400,000 | +4.3% | 170,128 | +4.5% | 0.14% | -11.5% |
| Q1 2021 | $4,220,000 | +4.6% | 162,756 | +6.6% | 0.16% | -3.1% |
| Q4 2020 | $4,033,000 | +0.9% | 152,631 | +1.7% | 0.16% | -13.8% |
| Q3 2020 | $3,999,000 | +4246.7% | 150,119 | +4251.3% | 0.19% | +3033.3% |
| Q1 2020 | $92,000 | +300.0% | 3,450 | +289.4% | 0.01% | +200.0% |
| Q1 2018 | $23,000 | +4.5% | 886 | +5.4% | 0.00% | 0.0% |
| Q4 2017 | $22,000 | +46.7% | 841 | +50.4% | 0.00% | 0.0% |
| Q3 2017 | $15,000 | – | 559 | +9216.7% | 0.00% | – |
| Q2 2017 | $0 | – | 6 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Modera Wealth Management, LLC | 7,025,524 | $181,680,000 | 9.80% |
| Financial Engines Advisors L.L.C. | 105,670,318 | $2,732,634,000 | 7.93% |
| KWB Wealth | 1,280,124 | $33,194,000 | 6.37% |
| Concord Wealth Partners | 769,431 | $19,897,000 | 5.70% |
| Leicht Financial Planning & Wealth Management, Inc. | 255,355 | $6,606,000 | 4.01% |
| Good Life Advisors, LLC | 640,157 | $16,554,000 | 3.14% |
| Chesapeake Wealth Management | 338,835 | $8,762,000 | 2.84% |
| TOWNSQUARE CAPITAL LLC | 3,193,500 | $82,615,000 | 2.67% |
| Values First Advisors, Inc. | 150,205 | $3,884,000 | 2.64% |
| Pinnacle Wealth Management Group, Inc. | 122,969 | $3,180,000 | 2.32% |