AE Wealth Management LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 66 filers reported holding SPDR SER TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$6,995,523
-6.0%
336,323
-1.0%
0.04%
-6.7%
Q2 2023$7,442,163
+3.8%
339,670
+5.1%
0.04%
-2.2%
Q1 2023$7,169,751
+9.4%
323,253
+7.0%
0.05%
-2.1%
Q4 2022$6,554,277
+0.5%
302,040
-0.7%
0.05%
-9.6%
Q3 2022$6,524,000
-16.9%
304,158
-11.4%
0.05%
-17.5%
Q2 2022$7,848,000
-4.0%
343,444
+0.6%
0.06%
+12.5%
Q1 2022$8,177,000
+2.5%
341,287
+8.6%
0.06%0.0%
Q4 2021$7,978,000
+2.4%
314,346
+3.7%
0.06%
-12.5%
Q3 2021$7,793,000
+6.8%
303,009
+7.4%
0.06%0.0%
Q2 2021$7,295,000
+20.6%
282,094
+20.9%
0.06%
+4.9%
Q1 2021$6,048,000
+32.5%
233,235
+35.0%
0.06%
+17.3%
Q4 2020$4,564,000
+12.6%
172,763
+13.6%
0.05%
-10.3%
Q3 2020$4,052,000
+0.3%
152,102
+0.9%
0.06%
-6.5%
Q2 2020$4,038,000
+123.0%
150,732
+122.2%
0.06%
+47.6%
Q1 2020$1,811,000
+56.5%
67,838
+53.1%
0.04%
+68.0%
Q4 2019$1,157,000
+77.5%
44,314
+78.5%
0.02%
+31.6%
Q3 2019$652,00024,8260.02%
Other shareholders
SPDR SER TR shareholders Q3 2019
NameSharesValueWeighting ↓
Financial Engines Advisors L.L.C. 127,757,628$2,740,401,0008.94%
KWB Wealth 1,444,175$30,978,0006.18%
Redwood Financial Network Corp 207,794$4,457,0005.08%
Concord Wealth Partners 575,275$12,340,0003.92%
Leicht Financial Planning & Wealth Management, Inc. 246,950$5,297,0003.79%
Chesapeake Wealth Management 289,961$6,220,0002.84%
TOWNSQUARE CAPITAL LLC 3,453,080$74,068,0002.12%
CFS Investment Advisory Services, LLC 183,611$8,462,0001.95%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 5,930,511$126,435,0001.81%
Values First Advisors, Inc. 103,631$2,223,0001.60%
View complete list of SPDR SER TR shareholders