SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 150 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $695,843 | -21.2% | 33,454 | -17.0% | 0.12% | +23.7% |
| Q2 2023 | $883,367 | +7.6% | 40,318 | +9.0% | 0.09% | +1.1% |
| Q1 2023 | $820,660 | +20.9% | 37,000 | +18.2% | 0.09% | +9.5% |
| Q4 2022 | $678,993 | +11.5% | 31,290 | +10.1% | 0.08% | +1.2% |
| Q3 2022 | $609,000 | -3.5% | 28,410 | +2.8% | 0.08% | 0.0% |
| Q2 2022 | $631,000 | +1.3% | 27,627 | +6.2% | 0.08% | +20.3% |
| Q1 2022 | $623,000 | -14.5% | 26,016 | -9.5% | 0.07% | -11.5% |
| Q4 2021 | $729,000 | -3.6% | 28,735 | -2.2% | 0.08% | -22.0% |
| Q3 2021 | $756,000 | +16.0% | 29,386 | +16.6% | 0.10% | -4.8% |
| Q2 2021 | $652,000 | +30.9% | 25,204 | +31.3% | 0.10% | +2.9% |
| Q1 2021 | $498,000 | +124.3% | 19,199 | +128.7% | 0.10% | +47.8% |
| Q4 2020 | $222,000 | – | 8,394 | – | 0.07% | – |
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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% |