Corient Private Wealth LLC - SPDR SER TR ownership

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
Corient Private Wealth LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$213,815
-22.3%
10,280
-18.1%
0.00%
-100.0%
Q2 2023$275,102
+20.7%
12,556
+22.2%
0.00%0.0%
Q1 2023$227,988
+2.2%
10,2790.0%0.00%0.0%
Q4 2022$223,05410,2790.00%
Other shareholders
SPDR SER TR shareholders Q1 2023
NameSharesValueWeighting ↓
Leicht Financial Planning & Wealth Management, Inc. 690,840$14,369,4878.87%
Financial Engines Advisors L.L.C. 158,268,550$3,291,985,8448.65%
Hibernia Wealth Partners, LLC 467,769$9,729,5867.53%
Tri-Star Advisors Inc. 20,809$432,8277.33%
FINANCIAL LIFE ADVISORS 632,687$13,163,6285.66%
Redwood Financial Network Corp 177,378$3,689,4573.91%
Carr Financial Group Corp 392,172$8,161,1083.23%
CGN Advisors LLC 1,116,453$23,222,2233.13%
KWB Wealth 723,527$15,852,4872.54%
Chesapeake Wealth Management 285,828$5,945,2222.48%
View complete list of SPDR SER TR shareholders