Aptus Capital Advisors, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 160 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Aptus Capital Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$73,091
+131.5%
3,514
+141.5%
0.00%
+100.0%
Q4 2022$31,574
+1.9%
1,4550.0%0.00%0.0%
Q3 2022$31,000
-8.8%
1,455
-1.2%
0.00%0.0%
Q2 2022$34,000
-71.2%
1,472
-70.2%
0.00%
-66.7%
Q1 2022$118,0004,9320.00%
Other shareholders
SPDR SER TR shareholders Q1 2023
NameSharesValueWeighting ↓
Modera Wealth Management, LLC 7,025,524$181,680,0009.80%
Financial Engines Advisors L.L.C. 105,670,318$2,732,634,0007.93%
KWB Wealth 1,280,124$33,194,0006.37%
Concord Wealth Partners 769,431$19,897,0005.70%
Leicht Financial Planning & Wealth Management, Inc. 255,355$6,606,0004.01%
Good Life Advisors, LLC 640,157$16,554,0003.14%
Chesapeake Wealth Management 338,835$8,762,0002.84%
TOWNSQUARE CAPITAL LLC 3,193,500$82,615,0002.67%
Values First Advisors, Inc. 150,205$3,884,0002.64%
Pinnacle Wealth Management Group, Inc. 122,969$3,180,0002.32%
View complete list of SPDR SER TR shareholders