SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 145 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $855 | -31.6% | 41,098 | -27.9% | 0.01% | -28.6% |
| Q2 2023 | $1,250 | +51.9% | 57,040 | +53.8% | 0.01% | +16.7% |
| Q1 2023 | $823 | +0.1% | 37,092 | -2.1% | 0.01% | +20.0% |
| Q4 2022 | $822 | -99.9% | 37,884 | +25.5% | 0.01% | 0.0% |
| Q3 2022 | $647,000 | -7.7% | 30,186 | -1.6% | 0.01% | 0.0% |
| Q2 2022 | $701,000 | -2.0% | 30,671 | +2.7% | 0.01% | 0.0% |
| Q1 2022 | $715,000 | -11.7% | 29,852 | -6.4% | 0.01% | -16.7% |
| Q4 2021 | $810,000 | +3.2% | 31,909 | +4.6% | 0.01% | 0.0% |
| Q3 2021 | $785,000 | +1.6% | 30,514 | +2.1% | 0.01% | 0.0% |
| Q2 2021 | $773,000 | -21.8% | 29,885 | -21.6% | 0.01% | -33.3% |
| Q1 2021 | $988,000 | +13.4% | 38,119 | +15.7% | 0.01% | 0.0% |
| Q4 2020 | $871,000 | +151.0% | 32,953 | +152.8% | 0.01% | +125.0% |
| Q3 2020 | $347,000 | – | 13,036 | – | 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% |