SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 118 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $289 | -22.3% | 13,910 | -18.0% | 0.09% | -11.3% |
| Q2 2023 | $372 | -22.3% | 16,959 | -21.5% | 0.11% | -13.8% |
| Q1 2023 | $479 | +0.2% | 21,612 | -1.9% | 0.12% | -0.8% |
| Q4 2022 | $478 | -99.9% | 22,023 | -0.9% | 0.12% | -8.1% |
| Q3 2022 | $477,000 | -7.2% | 22,228 | -1.2% | 0.14% | +3.8% |
| Q2 2022 | $514,000 | -6.5% | 22,505 | -1.9% | 0.13% | +7.4% |
| Q1 2022 | $550,000 | -7.6% | 22,952 | -2.2% | 0.12% | -4.0% |
| Q4 2021 | $595,000 | -4.3% | 23,460 | -3.0% | 0.13% | -14.3% |
| Q3 2021 | $622,000 | -6.6% | 24,186 | -6.1% | 0.15% | -13.5% |
| Q2 2021 | $666,000 | -29.4% | 25,744 | -29.2% | 0.17% | -34.6% |
| Q1 2021 | $943,000 | -30.7% | 36,369 | -29.4% | 0.26% | -37.8% |
| Q4 2020 | $1,360,000 | -42.6% | 51,491 | -42.1% | 0.42% | -51.8% |
| Q3 2020 | $2,368,000 | -1.2% | 88,902 | -0.6% | 0.87% | -8.3% |
| Q2 2020 | $2,396,000 | +4.8% | 89,441 | +4.4% | 0.94% | -13.1% |
| Q1 2020 | $2,287,000 | -5.3% | 85,674 | -7.4% | 1.09% | +11.9% |
| Q4 2019 | $2,415,000 | +229.5% | 92,495 | +231.3% | 0.97% | +169.7% |
| Q3 2019 | $733,000 | – | 27,918 | – | 0.36% | – |
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% |