SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 6 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,256,205 | -2.1% | 60,394 | +3.2% | 0.68% | +0.9% |
| Q2 2023 | $1,282,728 | -2.4% | 58,545 | -1.2% | 0.67% | -4.2% |
| Q1 2023 | $1,314,511 | +16.0% | 59,266 | +13.5% | 0.70% | +10.3% |
| Q4 2022 | $1,132,742 | -11.7% | 52,200 | -12.8% | 0.63% | -16.0% |
| Q3 2022 | $1,283,000 | -9.1% | 59,834 | -3.1% | 0.75% | -4.7% |
| Q2 2022 | $1,411,000 | -11.6% | 61,737 | -7.3% | 0.79% | -9.3% |
| Q1 2022 | $1,596,000 | +10.8% | 66,629 | +17.4% | 0.87% | +7.0% |
| Q4 2021 | $1,441,000 | -23.6% | 56,765 | -22.6% | 0.82% | -27.7% |
| Q3 2021 | $1,887,000 | -1.9% | 73,372 | -1.3% | 1.13% | -6.3% |
| Q2 2021 | $1,923,000 | +48.4% | 74,345 | +48.8% | 1.20% | +40.7% |
| Q1 2021 | $1,296,000 | +21.5% | 49,968 | +23.7% | 0.86% | +109.0% |
| Q4 2020 | $1,067,000 | – | 40,404 | – | 0.41% | – |
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% |