SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 56 filers reported holding SPDR SER TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $3,127,000 | -2.9% | 120,603 | -1.0% | 0.59% | +11.0% |
| Q4 2020 | $3,220,000 | -5.9% | 121,874 | -5.2% | 0.54% | -37.0% |
| Q3 2020 | $3,423,000 | -0.8% | 128,502 | -0.3% | 0.85% | -14.0% |
| Q2 2020 | $3,451,000 | -3.1% | 128,833 | -3.5% | 0.99% | -56.3% |
| Q1 2020 | $3,562,000 | +10.1% | 133,469 | +7.7% | 2.26% | +181.9% |
| Q4 2019 | $3,236,000 | +3.4% | 123,923 | +4.0% | 0.80% | -5.3% |
| Q3 2019 | $3,129,000 | -8.4% | 119,112 | -8.9% | 0.85% | +46.6% |
| Q2 2019 | $3,416,000 | – | 130,683 | – | 0.58% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Modera Wealth Management, LLC | 7,025,524 | $181,680,000 | 9.80% |
| Financial Engines Advisors L.L.C. | 105,670,318 | $2,732,634,000 | 7.93% |
| KWB Wealth | 1,280,124 | $33,194,000 | 6.37% |
| Concord Wealth Partners | 769,431 | $19,897,000 | 5.70% |
| Leicht Financial Planning & Wealth Management, Inc. | 255,355 | $6,606,000 | 4.01% |
| Good Life Advisors, LLC | 640,157 | $16,554,000 | 3.14% |
| Chesapeake Wealth Management | 338,835 | $8,762,000 | 2.84% |
| TOWNSQUARE CAPITAL LLC | 3,193,500 | $82,615,000 | 2.67% |
| Values First Advisors, Inc. | 150,205 | $3,884,000 | 2.64% |
| Pinnacle Wealth Management Group, Inc. | 122,969 | $3,180,000 | 2.32% |