SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 172 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,144,258 | +256.7% | 55,012 | +275.8% | 0.17% | +249.0% |
| Q2 2023 | $320,782 | -20.8% | 14,640 | -19.9% | 0.05% | -27.9% |
| Q1 2023 | $405,147 | -38.5% | 18,266 | -39.8% | 0.07% | -42.4% |
| Q4 2022 | $658,813 | -53.1% | 30,360 | -48.2% | 0.12% | -49.4% |
| Q1 2022 | $1,404,000 | -56.1% | 58,616 | -53.5% | 0.23% | -53.8% |
| Q4 2021 | $3,197,000 | +13.4% | 125,968 | +15.0% | 0.50% | +2.9% |
| Q3 2021 | $2,818,000 | – | 109,569 | – | 0.49% | – |
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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% |