SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 150 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $416,243 | -78.0% | 20,012 | -76.8% | 0.01% | -75.7% |
| Q2 2023 | $1,890,658 | +413.8% | 86,292 | +435.5% | 0.04% | +68.2% |
| Q2 2022 | $368,000 | -49.2% | 16,114 | -43.5% | 0.02% | -45.0% |
| Q1 2022 | $724,000 | 0.0% | 28,526 | 0.0% | 0.04% | +2.6% |
| Q4 2021 | $724,000 | +713.5% | 28,526 | +754.6% | 0.04% | +387.5% |
| Q2 2020 | $89,000 | +20.3% | 3,338 | +20.4% | 0.01% | -11.1% |
| Q1 2020 | $74,000 | -3.9% | 2,773 | -5.6% | 0.01% | 0.0% |
| Q4 2019 | $77,000 | +327.8% | 2,939 | +334.1% | 0.01% | +200.0% |
| Q3 2019 | $18,000 | – | 677 | – | 0.00% | – |
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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% |