SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 160 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $201,490 | -92.7% | 9,687 | -92.3% | 0.00% | -92.1% |
| Q2 2023 | $2,763,333 | +336.7% | 126,122 | +342.0% | 0.04% | +322.2% |
| Q1 2023 | $632,840 | -10.0% | 28,532 | -11.9% | 0.01% | -18.2% |
| Q4 2022 | $703,102 | -74.6% | 32,401 | -74.9% | 0.01% | -77.1% |
| Q3 2022 | $2,766,750 | -32.9% | 128,986 | -28.6% | 0.05% | -37.7% |
| Q2 2022 | $4,125,000 | -66.9% | 180,528 | -65.3% | 0.08% | -62.8% |
| Q1 2022 | $12,456,000 | – | 519,861 | – | 0.21% | – |
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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% |