SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 154 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $342,482 | -69.2% | 16,465 | -67.6% | 0.02% | -70.9% |
| Q2 2023 | $1,112,214 | +70.1% | 50,762 | +66.6% | 0.08% | +14.5% |
| Q3 2022 | $654,000 | -60.6% | 30,476 | -58.0% | 0.07% | -54.0% |
| Q2 2022 | $1,659,000 | +1.4% | 72,615 | +6.4% | 0.15% | +12.8% |
| Q1 2022 | $1,636,000 | +255.7% | 68,266 | +276.5% | 0.13% | +303.0% |
| Q4 2021 | $460,000 | -3.4% | 18,132 | -1.9% | 0.03% | -19.5% |
| Q3 2021 | $476,000 | -27.3% | 18,492 | -26.9% | 0.04% | -29.3% |
| Q2 2021 | $655,000 | -28.8% | 25,311 | -28.7% | 0.06% | -40.8% |
| Q1 2021 | $920,000 | -25.7% | 35,476 | -24.4% | 0.10% | -42.7% |
| Q4 2020 | $1,239,000 | +17.1% | 46,911 | +18.1% | 0.17% | -33.7% |
| Q3 2020 | $1,058,000 | +202.3% | 39,714 | +203.7% | 0.26% | +141.1% |
| Q2 2020 | $350,000 | +239.8% | 13,078 | +238.5% | 0.11% | +46.6% |
| Q1 2020 | $103,000 | – | 3,863 | – | 0.07% | – |
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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% |