SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 154 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25,990,005 | +8.6% | 1,250,972 | +14.6% | 1.43% | +15.5% |
| Q2 2023 | $23,923,233 | -4.4% | 1,091,886 | -3.1% | 1.24% | -7.0% |
| Q1 2023 | $25,016,537 | +11.9% | 1,127,036 | +9.4% | 1.33% | -1.9% |
| Q4 2022 | $22,355,256 | +10.3% | 1,030,196 | +9.1% | 1.36% | -3.4% |
| Q3 2022 | $20,263,000 | +78.2% | 944,671 | +89.8% | 1.41% | +63.9% |
| Q2 2022 | $11,371,000 | -29.2% | 497,620 | -25.8% | 0.86% | -33.3% |
| Q1 2022 | $16,059,000 | +36.5% | 670,222 | +44.6% | 1.29% | +37.5% |
| Q4 2021 | $11,762,000 | – | 463,419 | – | 0.94% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Capitol Family Office, Inc. | 504,340 | $12,800,000 | 8.78% |
| Financial Engines Advisors L.L.C. | 116,885,017 | $2,966,542,000 | 7.89% |
| Modera Wealth Management, LLC | 7,048,670 | $178,896,000 | 6.83% |
| KWB Wealth | 1,607,385 | $40,795,000 | 6.78% |
| Leicht Financial Planning & Wealth Management, Inc. | 294,865 | $7,484,000 | 4.27% |
| Concord Wealth Partners | 675,033 | $17,132,000 | 4.19% |
| Values First Advisors, Inc. | 198,322 | $5,033,000 | 2.98% |
| Chesapeake Wealth Management | 307,030 | $7,792,000 | 2.62% |
| Pinnacle Wealth Management Group, Inc. | 121,732 | $3,090,000 | 2.29% |
| Good Life Advisors, LLC | 672,203 | $17,061,000 | 2.07% |