SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 98 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $528,000 | -6.0% | 24,600 | 0.0% | 0.07% | -5.6% |
| Q2 2022 | $562,000 | -16.2% | 24,600 | -12.2% | 0.07% | +9.1% |
| Q1 2022 | $671,000 | -14.8% | 28,017 | -9.8% | 0.07% | -20.5% |
| Q4 2021 | $788,000 | -7.8% | 31,057 | -6.5% | 0.08% | -21.0% |
| Q3 2021 | $855,000 | -0.5% | 33,227 | 0.0% | 0.10% | -7.9% |
| Q2 2021 | $859,000 | -0.3% | 33,227 | 0.0% | 0.11% | -13.0% |
| Q1 2021 | $862,000 | -1.8% | 33,227 | 0.0% | 0.13% | -14.4% |
| Q4 2020 | $878,000 | +281.7% | 33,227 | +285.2% | 0.15% | +247.7% |
| Q3 2020 | $230,000 | -0.4% | 8,627 | 0.0% | 0.04% | -17.0% |
| Q2 2020 | $231,000 | – | 8,627 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Modera Wealth Management, LLC | 7,379,669 | $189,805,000 | 9.74% |
| Financial Engines Advisors L.L.C. | 107,785,276 | $2,772,237,000 | 8.19% |
| KWB Wealth | 1,553,896 | $39,966,000 | 7.10% |
| Concord Wealth Partners | 602,445 | $15,495,000 | 6.34% |
| Leicht Financial Planning & Wealth Management, Inc. | 259,024 | $6,675,000 | 4.01% |
| Chesapeake Wealth Management | 309,312 | $7,956,000 | 2.84% |
| Values First Advisors, Inc. | 166,829 | $4,291,000 | 2.78% |
| Pinnacle Wealth Management Group, Inc. | 133,558 | $3,435,000 | 2.58% |
| TOWNSQUARE CAPITAL LLC | 3,282,503 | $84,426,000 | 2.43% |
| Good Life Advisors, LLC | 670,627 | $17,249,000 | 2.35% |