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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |