SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 96 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $410,817 | -15.5% | 19,751 | -11.0% | 0.02% | -13.6% |
Q2 2023 | $486,421 | -58.6% | 22,201 | -58.1% | 0.02% | -56.9% |
Q1 2023 | $1,175,331 | +5.4% | 52,991 | +3.1% | 0.05% | -3.8% |
Q4 2022 | $1,115,550 | +26.5% | 51,408 | +25.1% | 0.05% | +6.0% |
Q3 2022 | $882,000 | +138.4% | 41,105 | +154.0% | 0.05% | +127.3% |
Q2 2022 | $370,000 | -95.7% | 16,186 | -95.2% | 0.02% | -96.1% |
Q3 2021 | $8,616,000 | +13.5% | 334,986 | +14.1% | 0.56% | +10.8% |
Q2 2021 | $7,590,000 | +19.7% | 293,519 | +20.0% | 0.51% | +10.7% |
Q1 2021 | $6,343,000 | +81.4% | 244,604 | +84.8% | 0.46% | +47.6% |
Q4 2020 | $3,497,000 | +66.0% | 132,345 | +67.3% | 0.31% | +34.6% |
Q3 2020 | $2,107,000 | – | 79,097 | – | 0.23% | – |
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% |