Steward Partners Investment Advisory, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 168 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
Steward Partners Investment Advisory, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$18,533
-5.1%
8910.0%0.00%
Q2 2023$19,522
+41.5%
891
+43.2%
0.00%
Q1 2023$13,796
-100.0%
622
-89.6%
0.00%
-100.0%
Q1 2021$155,424,000
+1412845.5%
5,994
+1398.5%
0.00%
Q4 2020$11,0004000.00%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Capitol Family Office, Inc. 504,340$12,800,0008.78%
Financial Engines Advisors L.L.C. 116,885,017$2,966,542,0007.89%
Modera Wealth Management, LLC 7,048,670$178,896,0006.83%
KWB Wealth 1,607,385$40,795,0006.78%
Leicht Financial Planning & Wealth Management, Inc. 294,865$7,484,0004.27%
Concord Wealth Partners 675,033$17,132,0004.19%
Values First Advisors, Inc. 198,322$5,033,0002.98%
Chesapeake Wealth Management 307,030$7,792,0002.62%
Pinnacle Wealth Management Group, Inc. 121,732$3,090,0002.29%
Good Life Advisors, LLC 672,203$17,061,0002.07%
View complete list of SPDR SER TR shareholders