SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 168 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $297,260 | -24.2% | 14,291 | -20.2% | 0.00% | -100.0% |
| Q2 2023 | $392,233 | -0.1% | 17,906 | +1.1% | 0.00% | 0.0% |
| Q1 2023 | $392,666 | -0.1% | 17,704 | -2.2% | 0.00% | 0.0% |
| Q4 2022 | $392,971 | +12.9% | 18,098 | +11.6% | 0.00% | 0.0% |
| Q3 2022 | $348,000 | -27.2% | 16,220 | -22.5% | 0.00% | 0.0% |
| Q2 2022 | $478,000 | -57.6% | 20,928 | -45.8% | 0.00% | -50.0% |
| Q1 2022 | $1,127,000 | +1.3% | 38,602 | -11.9% | 0.00% | 0.0% |
| Q4 2021 | $1,112,000 | -31.5% | 43,836 | -30.5% | 0.00% | -33.3% |
| Q3 2021 | $1,623,000 | -22.2% | 63,100 | -21.7% | 0.00% | -40.0% |
| Q2 2021 | $2,085,000 | -24.9% | 80,604 | -24.7% | 0.01% | -28.6% |
| Q1 2021 | $2,778,000 | +24.7% | 107,113 | +27.4% | 0.01% | +16.7% |
| Q4 2020 | $2,228,000 | -27.5% | 84,109 | -27.1% | 0.01% | -33.3% |
| Q3 2020 | $3,075,000 | -4.8% | 115,399 | -4.3% | 0.01% | -18.2% |
| Q2 2020 | $3,230,000 | +2.5% | 120,580 | +2.1% | 0.01% | -15.4% |
| Q1 2020 | $3,151,000 | – | 118,099 | – | 0.01% | – |
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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% |