Steward Partners Investment Advisory, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 111 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - 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 Q4 2020
NameSharesValueWeighting ↓
Financial Engines Advisors L.L.C. 132,914,692$3,184,636,0008.50%
KWB Wealth 1,600,942$40,632,0006.77%
Redwood Financial Network Corp 186,523$4,469,0004.14%
Leicht Financial Planning & Wealth Management, Inc. 257,369$6,167,0003.67%
Concord Wealth Partners 590,711$14,153,0003.66%
Values First Advisors, Inc. 212,024$5,080,0003.21%
Chesapeake Wealth Management 308,500$7,392,0002.68%
TOWNSQUARE CAPITAL LLC 4,120,953$98,740,0002.52%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 4,726,141$112,645,0001.52%
CGN Advisors LLC 241,963$5,797,0001.44%
View complete list of SPDR SER TR shareholders