SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 6 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $874,158 | +18.4% | 42,027 | +24.7% | 0.07% | +17.5% |
| Q2 2023 | $738,555 | +30.6% | 33,709 | +32.2% | 0.06% | +18.9% |
| Q1 2023 | $565,659 | +96.9% | 25,503 | +92.7% | 0.05% | +82.8% |
| Q4 2022 | $287,258 | -49.2% | 13,237 | -49.6% | 0.03% | -9.4% |
| Q3 2022 | $565,000 | +4.1% | 26,284 | +10.6% | 0.03% | +3.2% |
| Q2 2022 | $543,000 | +32.4% | 23,755 | +38.6% | 0.03% | +55.0% |
| Q1 2022 | $410,000 | +69.4% | 17,140 | +79.4% | 0.02% | -16.7% |
| Q4 2021 | $242,000 | +21.0% | 9,556 | +23.8% | 0.02% | +14.3% |
| Q2 2021 | $200,000 | -18.0% | 7,721 | -17.9% | 0.02% | -36.4% |
| Q1 2021 | $244,000 | -35.8% | 9,410 | -34.5% | 0.03% | -41.1% |
| Q4 2020 | $380,000 | -39.1% | 14,376 | -38.6% | 0.06% | -45.1% |
| Q3 2020 | $624,000 | +18.2% | 23,409 | +18.8% | 0.10% | +6.2% |
| Q2 2020 | $528,000 | – | 19,702 | – | 0.10% | – |
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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% |