SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 150 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $440,523 | -17.6% | 21,179 | -13.2% | 0.04% | -8.9% |
| Q2 2023 | $534,516 | -40.5% | 24,396 | -39.7% | 0.04% | -43.0% |
| Q1 2023 | $897,957 | -46.2% | 40,485 | -46.3% | 0.08% | -48.0% |
| Q4 2022 | $1,670,022 | +494.3% | 75,328 | +474.8% | 0.15% | +424.1% |
| Q3 2022 | $281,000 | -91.3% | 13,105 | -90.8% | 0.03% | -90.8% |
| Q2 2022 | $3,245,000 | +50.2% | 142,004 | +57.5% | 0.32% | +67.6% |
| Q1 2022 | $2,160,000 | -45.3% | 90,165 | -42.0% | 0.19% | -41.1% |
| Q4 2021 | $3,948,000 | +15084.6% | 155,552 | +15455.2% | 0.32% | +15850.0% |
| Q4 2017 | $26,000 | – | 1,000 | – | 0.00% | – |
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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% |