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 2022 | $0 | – | 12 | 0.0% | 0.00% | – |
| Q2 2022 | $0 | – | 12 | 0.0% | 0.00% | – |
| Q1 2022 | $0 | -100.0% | 12 | -73.3% | 0.00% | – |
| Q4 2021 | $1,000 | 0.0% | 45 | 0.0% | 0.00% | – |
| Q3 2021 | $1,000 | 0.0% | 45 | 0.0% | 0.00% | – |
| Q2 2021 | $1,000 | 0.0% | 45 | 0.0% | 0.00% | – |
| Q1 2021 | $1,000 | 0.0% | 45 | 0.0% | 0.00% | – |
| Q4 2020 | $1,000 | 0.0% | 45 | 0.0% | 0.00% | – |
| Q3 2020 | $1,000 | 0.0% | 45 | 0.0% | 0.00% | – |
| Q2 2020 | $1,000 | -75.0% | 45 | -66.7% | 0.00% | -100.0% |
| Q1 2020 | $4,000 | -73.3% | 135 | -75.9% | 0.00% | -75.0% |
| Q4 2019 | $15,000 | -11.8% | 560 | -11.5% | 0.00% | -20.0% |
| Q3 2019 | $17,000 | -99.2% | 633 | -99.2% | 0.01% | -99.2% |
| Q2 2019 | $2,190,000 | -89.7% | 83,790 | -89.8% | 0.64% | -90.1% |
| Q1 2019 | $21,263,000 | +538.3% | 823,336 | +523.1% | 6.47% | +518.1% |
| Q4 2018 | $3,331,000 | 0.0% | 132,141 | 0.0% | 1.05% | -0.1% |
| Q3 2018 | $3,331,000 | – | 132,141 | – | 1.05% | – |
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% |