SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 145 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9 | -10.0% | 448 | 0.0% | 0.00% | -25.0% |
| Q2 2023 | $10 | -41.2% | 448 | -40.1% | 0.00% | -33.3% |
| Q1 2023 | $17 | -46.9% | 748 | -48.9% | 0.01% | -53.8% |
| Q4 2022 | $32 | -99.9% | 1,465 | +0.1% | 0.01% | -13.3% |
| Q3 2022 | $31,000 | -45.6% | 1,464 | -40.9% | 0.02% | -37.5% |
| Q2 2022 | $57,000 | -45.7% | 2,476 | -43.5% | 0.02% | -36.8% |
| Q1 2022 | $105,000 | -10.3% | 4,386 | -4.8% | 0.04% | -7.3% |
| Q4 2021 | $117,000 | -24.0% | 4,608 | -23.2% | 0.04% | -31.7% |
| Q3 2021 | $154,000 | +161.0% | 6,002 | +163.8% | 0.06% | +150.0% |
| Q2 2021 | $59,000 | +73.5% | 2,275 | +71.8% | 0.02% | +41.2% |
| Q1 2021 | $34,000 | -2.9% | 1,324 | 0.0% | 0.02% | -10.5% |
| Q4 2020 | $35,000 | 0.0% | 1,324 | 0.0% | 0.02% | -9.5% |
| Q3 2020 | $35,000 | +84.2% | 1,324 | +83.6% | 0.02% | +61.5% |
| Q2 2020 | $19,000 | – | 721 | – | 0.01% | – |
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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% |