SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 131 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $255,121 | -0.6% | 11,644 | +0.6% | 0.03% | -12.1% |
| Q1 2023 | $256,690 | -95.9% | 11,572 | -96.0% | 0.03% | -96.2% |
| Q4 2022 | $6,336,792 | +0.8% | 292,018 | -0.3% | 0.88% | -5.6% |
| Q3 2022 | $6,284,000 | -6.5% | 292,946 | -0.4% | 0.93% | -1.0% |
| Q2 2022 | $6,720,000 | -13.6% | 294,090 | -9.5% | 0.94% | -3.7% |
| Q1 2022 | $7,782,000 | -54.4% | 324,799 | -51.7% | 0.97% | -53.0% |
| Q4 2021 | $17,061,000 | -1.1% | 672,203 | +0.2% | 2.07% | -11.9% |
| Q3 2021 | $17,249,000 | +4.2% | 670,627 | +4.8% | 2.35% | -25.1% |
| Q2 2021 | $16,554,000 | +4.9% | 640,157 | +5.2% | 3.14% | -1.8% |
| Q1 2021 | $15,785,000 | – | 608,795 | – | 3.20% | – |
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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% |