SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 145 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,046,739 | +1.8% | 50,324 | +7.2% | 0.45% | +2.7% |
| Q2 2023 | $1,028,521 | -3.4% | 46,943 | -2.2% | 0.44% | -16.2% |
| Q1 2023 | $1,064,573 | +48.5% | 47,997 | +45.3% | 0.52% | +31.2% |
| Q4 2022 | $716,708 | -9.5% | 33,028 | -10.5% | 0.40% | -23.4% |
| Q3 2022 | $792,000 | -1.1% | 36,916 | +5.3% | 0.52% | -3.0% |
| Q2 2022 | $801,000 | 0.0% | 35,056 | +4.9% | 0.54% | -13.9% |
| Q1 2022 | $801,000 | -19.3% | 33,429 | -14.5% | 0.62% | +0.2% |
| Q4 2021 | $993,000 | – | 39,118 | – | 0.62% | – |
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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% |