Strategic Asset Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 154 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Strategic Asset Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2022$8,000
+14.3%
322
+0.6%
0.01%
+27.3%
Q2 2022$7,000
-22.2%
320
-11.4%
0.01%
-15.4%
Q1 2022$9,000
+12.5%
361
+13.9%
0.01%
+18.2%
Q4 2021$8,0000.0%317
+0.6%
0.01%0.0%
Q3 2021$8,0003150.01%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
Capitol Family Office, Inc. 504,340$12,800,0008.78%
Financial Engines Advisors L.L.C. 116,885,017$2,966,542,0007.89%
Modera Wealth Management, LLC 7,048,670$178,896,0006.83%
KWB Wealth 1,607,385$40,795,0006.78%
Leicht Financial Planning & Wealth Management, Inc. 294,865$7,484,0004.27%
Concord Wealth Partners 675,033$17,132,0004.19%
Values First Advisors, Inc. 198,322$5,033,0002.98%
Chesapeake Wealth Management 307,030$7,792,0002.62%
Pinnacle Wealth Management Group, Inc. 121,732$3,090,0002.29%
Good Life Advisors, LLC 672,203$17,061,0002.07%
View complete list of SPDR SER TR shareholders