Ascent Group, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 168 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 0.5%.

Quarter-by-quarter ownership
Ascent Group, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2023$322,125
+2.9%
14,927
+5.8%
0.04%
+6.1%
Q1 2023$313,07114,1150.03%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Financial Engines Advisors L.L.C. 132,914,692$3,184,636,0008.50%
KWB Wealth 1,600,942$40,632,0006.77%
Redwood Financial Network Corp 186,523$4,469,0004.14%
Leicht Financial Planning & Wealth Management, Inc. 257,369$6,167,0003.67%
Concord Wealth Partners 590,711$14,153,0003.66%
Values First Advisors, Inc. 212,024$5,080,0003.21%
Chesapeake Wealth Management 308,500$7,392,0002.68%
TOWNSQUARE CAPITAL LLC 4,120,953$98,740,0002.52%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 4,726,141$112,645,0001.52%
CGN Advisors LLC 241,963$5,797,0001.44%
View complete list of SPDR SER TR shareholders