SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 111 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,330,199 | -13.0% | 113,447 | -7.2% | 0.41% | -9.8% |
| Q2 2023 | $2,679,565 | -2.4% | 122,299 | -1.1% | 0.46% | -8.0% |
| Q1 2023 | $2,744,081 | +21.2% | 123,719 | +17.2% | 0.50% | -4.2% |
| Q3 2022 | $2,265,000 | -40.5% | 105,593 | -36.6% | 0.52% | -32.6% |
| Q2 2022 | $3,806,000 | -3.9% | 166,577 | +0.7% | 0.77% | +3.2% |
| Q1 2022 | $3,962,000 | +88.7% | 165,340 | +99.8% | 0.75% | +186.6% |
| Q4 2021 | $2,100,000 | -6.3% | 82,741 | -5.1% | 0.26% | -42.0% |
| Q3 2021 | $2,242,000 | -28.8% | 87,170 | -28.4% | 0.45% | -28.7% |
| Q2 2021 | $3,149,000 | -27.3% | 121,755 | -27.1% | 0.63% | -33.7% |
| Q1 2021 | $4,334,000 | -22.1% | 167,126 | -20.6% | 0.95% | -29.0% |
| Q4 2020 | $5,564,000 | -1.2% | 210,597 | -0.7% | 1.34% | -5.1% |
| Q3 2020 | $5,633,000 | -22.3% | 212,022 | -21.6% | 1.41% | -26.4% |
| Q2 2020 | $7,246,000 | -0.6% | 270,473 | -1.0% | 1.92% | -14.5% |
| Q1 2020 | $7,292,000 | +19.8% | 273,228 | +17.2% | 2.24% | +39.7% |
| Q4 2019 | $6,086,000 | +6.1% | 233,103 | +6.6% | 1.61% | -9.4% |
| Q3 2019 | $5,735,000 | – | 218,709 | – | 1.77% | – |
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% |