SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 98 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $654,693 | -4.1% | 30,352 | -3.4% | 0.23% | -3.4% |
| Q1 2024 | $682,421 | +10.7% | 31,419 | +12.5% | 0.24% | +4.8% |
| Q4 2023 | $616,327 | +5.4% | 27,926 | -0.7% | 0.23% | -3.4% |
| Q3 2023 | $584,938 | +4.4% | 28,122 | +10.0% | 0.24% | +10.3% |
| Q2 2023 | $560,217 | -2.0% | 25,569 | -0.8% | 0.21% | -3.2% |
| Q1 2023 | $571,800 | -3.7% | 25,780 | -5.8% | 0.22% | -10.2% |
| Q4 2022 | $593,972 | -0.3% | 27,372 | -1.6% | 0.24% | -6.8% |
| Q3 2022 | $596,000 | -18.1% | 27,806 | -12.7% | 0.26% | -18.1% |
| Q2 2022 | $728,000 | -25.4% | 31,843 | -21.8% | 0.32% | -10.6% |
| Q1 2022 | $976,000 | -21.5% | 40,722 | -16.9% | 0.36% | -18.4% |
| Q4 2021 | $1,244,000 | -13.9% | 49,033 | -12.7% | 0.44% | -20.9% |
| Q3 2021 | $1,445,000 | -67.7% | 56,176 | -67.5% | 0.56% | -60.9% |
| Q2 2021 | $4,468,000 | +7.4% | 172,792 | +7.7% | 1.42% | -3.6% |
| Q1 2021 | $4,160,000 | +11.1% | 160,436 | +13.2% | 1.48% | -5.4% |
| Q4 2020 | $3,745,000 | +4.0% | 141,767 | +4.9% | 1.56% | -10.4% |
| Q3 2020 | $3,600,000 | +11.8% | 135,127 | +12.4% | 1.74% | -7.3% |
| Q2 2020 | $3,220,000 | – | 120,179 | – | 1.88% | – |
Download | ||||||
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% |