SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 145 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $329,000 | -4.4% | 13,728 | +1.3% | 0.02% | 0.0% |
| Q4 2021 | $344,000 | -3.1% | 13,553 | -1.9% | 0.02% | -19.0% |
| Q3 2021 | $355,000 | +57.8% | 13,822 | +58.8% | 0.02% | +50.0% |
| Q2 2021 | $225,000 | -8.5% | 8,703 | -8.3% | 0.01% | -26.3% |
| Q1 2021 | $246,000 | -40.9% | 9,491 | -39.8% | 0.02% | -44.1% |
| Q4 2020 | $416,000 | -14.0% | 15,753 | -13.3% | 0.03% | -49.3% |
| Q3 2020 | $484,000 | -24.3% | 18,171 | -23.9% | 0.07% | -32.3% |
| Q2 2020 | $639,000 | -0.8% | 23,883 | -1.0% | 0.10% | -19.5% |
| Q1 2020 | $644,000 | +23.8% | 24,124 | +21.2% | 0.12% | +39.8% |
| Q4 2019 | $520,000 | +10.9% | 19,904 | +11.5% | 0.09% | -3.3% |
| Q3 2019 | $469,000 | – | 17,849 | – | 0.09% | – |
Download | ||||||
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% |