SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 130 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $20,000 | -16.7% | 895 | -9.6% | 0.00% | 0.0% |
| Q1 2022 | $24,000 | -46.7% | 990 | -44.0% | 0.00% | -42.9% |
| Q4 2021 | $45,000 | -2.2% | 1,767 | -2.1% | 0.01% | -12.5% |
| Q3 2021 | $46,000 | +84.0% | 1,805 | +83.6% | 0.01% | +60.0% |
| Q2 2021 | $25,000 | -47.9% | 983 | -46.3% | 0.01% | -54.5% |
| Q1 2021 | $48,000 | -87.2% | 1,832 | -87.1% | 0.01% | -88.3% |
| Q4 2020 | $374,000 | +731.1% | 14,150 | +743.3% | 0.09% | +526.7% |
| Q3 2020 | $45,000 | 0.0% | 1,678 | +0.1% | 0.02% | -11.8% |
| Q2 2020 | $45,000 | 0.0% | 1,677 | -1.4% | 0.02% | -19.0% |
| Q1 2020 | $45,000 | -92.3% | 1,700 | -92.4% | 0.02% | -90.4% |
| Q4 2019 | $582,000 | +8.0% | 22,309 | +8.8% | 0.22% | -9.9% |
| Q3 2019 | $539,000 | +45.7% | 20,511 | +44.2% | 0.24% | +51.2% |
| Q2 2019 | $370,000 | +25.9% | 14,223 | +24.8% | 0.16% | +6.0% |
| Q1 2019 | $294,000 | +89.7% | 11,394 | +86.9% | 0.15% | +48.0% |
| Q4 2018 | $155,000 | +1837.5% | 6,095 | +1730.3% | 0.10% | +1940.0% |
| Q3 2018 | $8,000 | – | 333 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Modera Wealth Management, LLC | 7,379,669 | $189,805,000 | 9.74% |
| Financial Engines Advisors L.L.C. | 107,785,276 | $2,772,237,000 | 8.19% |
| KWB Wealth | 1,553,896 | $39,966,000 | 7.10% |
| Concord Wealth Partners | 602,445 | $15,495,000 | 6.34% |
| Leicht Financial Planning & Wealth Management, Inc. | 259,024 | $6,675,000 | 4.01% |
| Chesapeake Wealth Management | 309,312 | $7,956,000 | 2.84% |
| Values First Advisors, Inc. | 166,829 | $4,291,000 | 2.78% |
| Pinnacle Wealth Management Group, Inc. | 133,558 | $3,435,000 | 2.58% |
| TOWNSQUARE CAPITAL LLC | 3,282,503 | $84,426,000 | 2.43% |
| Good Life Advisors, LLC | 670,627 | $17,249,000 | 2.35% |