SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 145 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $293 | -99.9% | 13,512 | 0.0% | 0.26% | +1.6% |
| Q3 2022 | $290,000 | -27.9% | 13,512 | -23.1% | 0.26% | -23.8% |
| Q2 2022 | $402,000 | -6.7% | 17,579 | -2.2% | 0.34% | +3.7% |
| Q1 2022 | $431,000 | -86.1% | 17,978 | -85.2% | 0.32% | -85.9% |
| Q4 2021 | $3,090,000 | -10.0% | 121,732 | -8.9% | 2.29% | -11.3% |
| Q3 2021 | $3,435,000 | +8.0% | 133,558 | +8.6% | 2.58% | +11.4% |
| Q2 2021 | $3,180,000 | – | 122,969 | – | 2.32% | – |
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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% |