SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 150 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $83,791 | -6.0% | 3,906 | +0.2% | 0.00% | 0.0% |
| Q2 2022 | $89,114 | -38.7% | 3,900 | -35.7% | 0.00% | -20.0% |
| Q1 2022 | $145,282 | -6.1% | 6,064 | -0.6% | 0.01% | 0.0% |
| Q4 2021 | $154,758 | +19.9% | 6,098 | +21.5% | 0.01% | 0.0% |
| Q3 2021 | $129,089 | +50.1% | 5,019 | +50.9% | 0.01% | +66.7% |
| Q2 2021 | $86,010 | +624.7% | 3,326 | +632.6% | 0.00% | +200.0% |
| Q2 2019 | $11,868 | – | 454 | – | 0.00% | – |
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% |