SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 154 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $658,925 | -5.6% | 31,679 | -0.5% | 0.16% | -4.1% |
| Q2 2023 | $697,715 | +6.3% | 31,845 | +7.6% | 0.17% | -2.3% |
| Q1 2023 | $656,231 | -26.2% | 29,587 | -27.8% | 0.17% | -37.8% |
| Q4 2022 | $889,230 | +8.8% | 40,978 | +7.6% | 0.28% | -9.7% |
| Q3 2022 | $817,000 | +123.8% | 38,069 | +138.0% | 0.31% | +116.9% |
| Q2 2022 | $365,000 | -76.2% | 15,993 | -75.0% | 0.14% | -75.4% |
| Q1 2022 | $1,535,000 | – | 64,048 | – | 0.58% | – |
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% |