SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 96 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $270 | -4.9% | 13 | 0.0% | 0.00% | – |
| Q2 2023 | $284 | -1.4% | 13 | 0.0% | 0.00% | – |
| Q1 2023 | $288 | -100.0% | 13 | -100.0% | 0.00% | -100.0% |
| Q4 2022 | $1,144,935 | -48.5% | 52,762 | -49.1% | 0.80% | -50.0% |
| Q3 2022 | $2,223,000 | -3.2% | 103,631 | +3.1% | 1.60% | -2.1% |
| Q2 2022 | $2,296,000 | -54.8% | 100,493 | -52.6% | 1.63% | -49.1% |
| Q1 2022 | $5,080,000 | +0.9% | 212,024 | +6.9% | 3.21% | +7.6% |
| Q4 2021 | $5,033,000 | +17.3% | 198,322 | +18.9% | 2.98% | +7.2% |
| Q3 2021 | $4,291,000 | +10.5% | 166,829 | +11.1% | 2.78% | +5.5% |
| Q2 2021 | $3,884,000 | +5.9% | 150,205 | +6.2% | 2.64% | -2.6% |
| Q1 2021 | $3,666,000 | +7.0% | 141,385 | +9.0% | 2.71% | -0.9% |
| Q4 2020 | $3,426,000 | -0.4% | 129,661 | +0.4% | 2.73% | -13.6% |
| Q3 2020 | $3,439,000 | +10.7% | 129,102 | +11.3% | 3.16% | +2.8% |
| Q2 2020 | $3,107,000 | -1.6% | 115,993 | -2.0% | 3.08% | -18.8% |
| Q1 2020 | $3,157,506 | +7.2% | 118,303 | +4.9% | 3.79% | +33.3% |
| Q4 2019 | $2,945,000 | – | 112,786 | – | 2.84% | – |
Download | ||||||
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% |