SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 168 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $302,785 | -5.1% | 14,557 | 0.0% | 0.14% | -8.1% |
| Q2 2023 | $318,944 | +42.4% | 14,557 | +44.2% | 0.15% | +37.0% |
| Q1 2023 | $223,907 | +102140.6% | 10,095 | 0.0% | 0.11% | -8.5% |
| Q4 2022 | $219 | -99.9% | 10,095 | 0.0% | 0.12% | -28.0% |
| Q3 2022 | $217,000 | -5.7% | 10,095 | 0.0% | 0.16% | -1.8% |
| Q2 2022 | $230,000 | +9.0% | 10,095 | +14.5% | 0.17% | +17.6% |
| Q1 2022 | $211,000 | -5.8% | 8,820 | 0.0% | 0.14% | -6.0% |
| Q4 2021 | $224,000 | -1.3% | 8,820 | 0.0% | 0.15% | -8.5% |
| Q3 2021 | $227,000 | – | 8,820 | – | 0.16% | – |
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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% |