SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 205 filers reported holding SPDR SER TR in Q1 2024. The put-call ratio across all filers is 2.40 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $766,574 | -33.5% | 35,539 | -33.0% | 0.14% | -34.8% |
Q1 2024 | $1,152,548 | -27.7% | 53,064 | -26.5% | 0.21% | -35.1% |
Q4 2023 | $1,594,447 | -20.6% | 72,245 | -25.2% | 0.32% | -25.3% |
Q3 2023 | $2,008,109 | -38.0% | 96,544 | -34.7% | 0.43% | -38.8% |
Q2 2023 | $3,238,890 | -1.0% | 147,827 | +0.2% | 0.70% | -24.9% |
Q1 2023 | $3,272,926 | -37.5% | 147,562 | -38.9% | 0.93% | -41.1% |
Q4 2022 | $5,240,115 | -57.5% | 241,480 | -58.0% | 1.58% | -59.8% |
Q3 2022 | $12,340,000 | -10.2% | 575,275 | -4.3% | 3.92% | +3.8% |
Q2 2022 | $13,739,000 | -2.9% | 601,254 | +1.8% | 3.77% | +3.0% |
Q1 2022 | $14,153,000 | -17.4% | 590,711 | -12.5% | 3.66% | -12.6% |
Q4 2021 | $17,132,000 | +10.6% | 675,033 | +12.0% | 4.19% | -33.9% |
Q3 2021 | $15,495,000 | -22.1% | 602,445 | -21.7% | 6.34% | +11.2% |
Q2 2021 | $19,897,000 | +33.9% | 769,431 | +34.2% | 5.70% | +13.9% |
Q1 2021 | $14,865,000 | +21760.3% | 573,291 | +22294.2% | 5.01% | +9530.8% |
Q4 2020 | $68,000 | – | 2,560 | – | 0.05% | – |
Download |
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% |