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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $166,760 | -42.9% | 7,611 | -42.2% | 0.09% | -27.6% |
| Q1 2023 | $291,877 | -27.9% | 13,159 | -29.4% | 0.12% | -37.9% |
| Q4 2022 | $404,569 | +1.9% | 18,644 | +0.7% | 0.20% | +8.8% |
| Q3 2022 | $397,000 | +28.9% | 18,514 | +37.4% | 0.18% | +30.9% |
| Q2 2022 | $308,000 | -51.4% | 13,471 | -49.0% | 0.14% | +6.1% |
| Q1 2022 | $634,000 | +6944.4% | 26,430 | +7538.7% | 0.13% | +1355.6% |
| Q1 2020 | $9,000 | – | 346 | – | 0.01% | – |
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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% |