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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,183,958 | -8.7% | 56,921 | -3.8% | 0.26% | -8.0% |
| Q2 2023 | $1,296,484 | -1.5% | 59,173 | -0.2% | 0.29% | -6.5% |
| Q1 2023 | $1,315,584 | -1.8% | 59,314 | -3.9% | 0.31% | -7.8% |
| Q4 2022 | $1,339,898 | -1.7% | 61,746 | -2.8% | 0.33% | -21.0% |
| Q3 2022 | $1,363,000 | -13.4% | 63,556 | -7.7% | 0.42% | -12.4% |
| Q2 2022 | $1,574,000 | -22.8% | 68,879 | -14.3% | 0.48% | -13.8% |
| Q4 2021 | $2,040,000 | -25.1% | 80,393 | -24.1% | 0.56% | -30.5% |
| Q3 2021 | $2,724,000 | – | 105,907 | – | 0.81% | – |
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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% |