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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $239,026 | -0.4% | 11,015 | -1.5% | 0.09% | -7.5% |
| Q3 2022 | $240,000 | -5.9% | 11,181 | 0.0% | 0.09% | -2.1% |
| Q2 2022 | $255,000 | -70.4% | 11,181 | -68.9% | 0.10% | -66.2% |
| Q1 2022 | $861,000 | -11.0% | 35,937 | -5.7% | 0.28% | -10.8% |
| Q4 2021 | $967,000 | -1.2% | 38,093 | +0.0% | 0.32% | +9.0% |
| Q3 2021 | $979,000 | 0.0% | 38,082 | +0.6% | 0.29% | -0.3% |
| Q2 2021 | $979,000 | +7.3% | 37,870 | +7.6% | 0.29% | -7.1% |
| Q1 2021 | $912,000 | +27.9% | 35,182 | +30.4% | 0.31% | +21.9% |
| Q4 2020 | $713,000 | +1.0% | 26,981 | +1.7% | 0.26% | -11.7% |
| Q3 2020 | $706,000 | -2.9% | 26,519 | -2.2% | 0.29% | -27.0% |
| Q2 2020 | $727,000 | +59.1% | 27,127 | +58.4% | 0.40% | +25.2% |
| Q1 2020 | $457,000 | -6.5% | 17,131 | -8.6% | 0.32% | +31.5% |
| Q4 2019 | $489,000 | +7.9% | 18,747 | +8.7% | 0.24% | -10.1% |
| Q3 2019 | $453,000 | -29.0% | 17,254 | -29.3% | 0.27% | -32.0% |
| Q2 2019 | $638,000 | +149.2% | 24,390 | +146.2% | 0.39% | +133.1% |
| Q1 2019 | $256,000 | – | 9,906 | – | 0.17% | – |
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% |