SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 160 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,178,362 | +42.0% | 56,652 | +49.6% | 0.70% | +42.3% |
| Q2 2023 | $829,965 | +7.7% | 37,881 | +9.0% | 0.49% | +1.6% |
| Q1 2023 | $770,617 | +12.2% | 34,744 | +9.8% | 0.49% | +7.8% |
| Q4 2022 | $686,844 | +1.0% | 31,652 | -0.2% | 0.45% | -6.2% |
| Q3 2022 | $680,000 | -22.7% | 31,713 | -17.6% | 0.48% | -16.8% |
| Q2 2022 | $880,000 | -15.3% | 38,508 | -5.9% | 0.58% | +1.6% |
| Q4 2021 | $1,039,000 | +2.6% | 40,927 | -3.1% | 0.57% | -2.6% |
| Q1 2021 | $1,013,000 | – | 42,258 | – | 0.58% | – |
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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% |