SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 154 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $608,005 | -17.0% | 29,231 | -12.6% | 0.36% | -11.9% |
| Q2 2023 | $732,627 | +39.1% | 33,438 | +40.9% | 0.41% | +42.4% |
| Q1 2023 | $526,531 | +110.7% | 23,739 | +106.1% | 0.29% | +84.7% |
| Q4 2022 | $249,915 | -54.6% | 11,517 | -55.1% | 0.16% | -59.8% |
| Q3 2022 | $551,000 | -22.2% | 25,668 | -17.1% | 0.39% | -13.3% |
| Q2 2022 | $708,000 | -34.4% | 30,976 | -31.3% | 0.45% | -25.8% |
| Q1 2022 | $1,080,000 | -40.2% | 45,087 | -36.6% | 0.61% | -34.8% |
| Q4 2021 | $1,805,000 | +443.7% | 71,102 | +450.5% | 0.93% | +385.4% |
| Q3 2021 | $332,000 | +5.7% | 12,915 | +6.2% | 0.19% | +3.8% |
| Q2 2021 | $314,000 | +8.7% | 12,157 | +9.2% | 0.18% | -2.6% |
| Q1 2021 | $289,000 | +5.1% | 11,131 | +6.9% | 0.19% | -5.5% |
| Q4 2020 | $275,000 | +3.0% | 10,413 | +2.2% | 0.20% | -13.4% |
| Q4 2019 | $267,000 | – | 10,184 | – | 0.23% | – |
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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% |