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 | $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 ↓ |
|---|---|---|---|
| Modera Wealth Management, LLC | 7,025,524 | $181,680,000 | 9.80% |
| Financial Engines Advisors L.L.C. | 105,670,318 | $2,732,634,000 | 7.93% |
| KWB Wealth | 1,280,124 | $33,194,000 | 6.37% |
| Concord Wealth Partners | 769,431 | $19,897,000 | 5.70% |
| Leicht Financial Planning & Wealth Management, Inc. | 255,355 | $6,606,000 | 4.01% |
| Good Life Advisors, LLC | 640,157 | $16,554,000 | 3.14% |
| Chesapeake Wealth Management | 338,835 | $8,762,000 | 2.84% |
| TOWNSQUARE CAPITAL LLC | 3,193,500 | $82,615,000 | 2.67% |
| Values First Advisors, Inc. | 150,205 | $3,884,000 | 2.64% |
| Pinnacle Wealth Management Group, Inc. | 122,969 | $3,180,000 | 2.32% |