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 | $628,596 | -5.4% | 30,221 | -0.3% | 0.01% | -13.3% |
| Q2 2023 | $664,311 | -2.0% | 30,320 | -0.8% | 0.02% | -6.2% |
| Q1 2023 | $677,865 | -3.9% | 30,562 | -6.0% | 0.02% | -11.1% |
| Q4 2022 | $705,467 | -15.6% | 32,510 | -16.5% | 0.02% | -21.7% |
| Q3 2022 | $836,000 | -6.8% | 38,957 | -0.8% | 0.02% | 0.0% |
| Q2 2022 | $897,000 | +0.7% | 39,262 | +5.6% | 0.02% | +21.1% |
| Q1 2022 | $891,000 | -39.0% | 37,191 | -35.4% | 0.02% | -34.5% |
| Q4 2021 | $1,461,000 | – | 57,554 | – | 0.03% | – |
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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% |