SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 87 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,786 | +11.7% | 82,795 | +12.5% | 0.00% | 0.0% |
| Q1 2024 | $1,599 | +13.0% | 73,627 | +14.8% | 0.00% | 0.0% |
| Q4 2023 | $1,415 | +15.3% | 64,119 | +8.7% | 0.00% | 0.0% |
| Q3 2023 | $1,227 | -84.3% | 59,003 | -83.5% | 0.00% | -81.2% |
| Q2 2023 | $7,819 | +3751.7% | 356,887 | +3701.5% | 0.02% | – |
| Q4 2022 | $203 | -99.9% | 9,388 | +0.1% | 0.00% | -100.0% |
| Q3 2022 | $201,000 | -15.5% | 9,377 | +5.2% | 0.00% | 0.0% |
| Q2 2020 | $238,000 | -60.5% | 8,914 | -60.6% | 0.00% | -66.7% |
| Q1 2020 | $603,000 | -94.6% | 22,607 | -94.8% | 0.00% | -93.0% |
| Q4 2019 | $11,255,000 | +2137.6% | 431,096 | +2149.4% | 0.04% | +2050.0% |
| Q3 2019 | $503,000 | +35.9% | 19,165 | +35.3% | 0.00% | 0.0% |
| Q2 2019 | $370,000 | +44.0% | 14,165 | +41.3% | 0.00% | +100.0% |
| Q1 2018 | $257,000 | – | 10,028 | – | 0.00% | – |
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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% |