SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 199 filers reported holding SPDR SER TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $10,235,034 | +3.4% | 474,503 | +4.1% | 1.38% | +1.5% |
| Q1 2024 | $9,902,137 | +20.4% | 455,899 | +22.3% | 1.36% | +10.6% |
| Q4 2023 | $8,225,630 | +32.0% | 372,706 | +24.4% | 1.23% | +19.6% |
| Q3 2023 | $6,231,897 | +92.9% | 299,610 | +103.2% | 1.03% | +101.4% |
| Q2 2023 | $3,229,851 | +65.7% | 147,414 | +67.7% | 0.51% | +55.8% |
| Q1 2023 | $1,949,275 | – | 87,884 | – | 0.33% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chesapeake Wealth Management | 340,677 | $8,739,000 | 4.04% |
| FAS Wealth Partners, Inc. | 167,862 | $4,306,000 | 1.24% |
| Lucia Wealth Services, LLC | 73,189 | $1,877,000 | 0.61% |
| IndexIQ Advisors LLC | 554,899 | $14,233,000 | 0.46% |
| Stadion Money Management, LLC | 477,528 | $12,249,000 | 0.43% |
| Checchi Capital Advisers, LLC | 56,637 | $1,453,000 | 0.19% |
| Elmwood Wealth Management, Inc. | 6,250 | $160,313,000 | 0.15% |
| Hilltop Holdings Inc. | 30,057 | $771,000 | 0.14% |
| Cornerstone Wealth Management, LLC | 20,841 | $533,000 | 0.10% |
| ASSETMARK, INC | 203,338 | $5,216,000 | 0.05% |