SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 154 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $34,059 | -88.0% | 1,579 | -87.8% | 0.00% | -90.9% |
| Q2 2023 | $283,362 | +11.4% | 12,933 | +12.7% | 0.02% | 0.0% |
| Q1 2023 | $254,427 | -41.4% | 11,471 | -42.7% | 0.02% | -48.8% |
| Q4 2022 | $434,217 | -14.4% | 20,010 | -15.4% | 0.04% | -24.6% |
| Q3 2022 | $507,185 | -15.8% | 23,645 | -10.3% | 0.06% | -12.3% |
| Q2 2022 | $602,166 | -16.2% | 26,353 | -12.2% | 0.06% | +3.2% |
| Q1 2022 | $718,872 | +8.1% | 30,003 | +14.5% | 0.06% | -3.1% |
| Q4 2021 | $665,184 | +3.4% | 26,209 | +4.8% | 0.06% | -30.1% |
| Q3 2021 | $643,309 | +15.5% | 25,012 | +16.2% | 0.09% | +9.4% |
| Q2 2021 | $556,766 | -14.2% | 21,530 | -13.9% | 0.08% | -22.7% |
| Q1 2021 | $648,561 | -14.2% | 25,012 | -12.6% | 0.11% | -23.6% |
| Q4 2020 | $756,035 | +6.3% | 28,616 | +7.1% | 0.14% | -19.6% |
| Q3 2020 | $711,474 | – | 26,707 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Modera Wealth Management, LLC | 7,379,669 | $189,805,000 | 9.74% |
| Financial Engines Advisors L.L.C. | 107,785,276 | $2,772,237,000 | 8.19% |
| KWB Wealth | 1,553,896 | $39,966,000 | 7.10% |
| Concord Wealth Partners | 602,445 | $15,495,000 | 6.34% |
| Leicht Financial Planning & Wealth Management, Inc. | 259,024 | $6,675,000 | 4.01% |
| Chesapeake Wealth Management | 309,312 | $7,956,000 | 2.84% |
| Values First Advisors, Inc. | 166,829 | $4,291,000 | 2.78% |
| Pinnacle Wealth Management Group, Inc. | 133,558 | $3,435,000 | 2.58% |
| TOWNSQUARE CAPITAL LLC | 3,282,503 | $84,426,000 | 2.43% |
| Good Life Advisors, LLC | 670,627 | $17,249,000 | 2.35% |