SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 171 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.31 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 ↓ |
|---|---|---|---|
| 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% |