SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 150 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $17,134,596 | -1.0% | 776,375 | -6.7% | 0.89% | -8.2% |
| Q3 2023 | $17,310,530 | -6.8% | 832,237 | -1.8% | 0.97% | -0.7% |
| Q2 2023 | $18,563,671 | +124933.1% | 847,269 | +23.8% | 0.98% | +19500.0% |
| Q4 2022 | $14,847 | -99.9% | 684,205 | +24.4% | 0.01% | -99.4% |
| Q3 2022 | $12,570,000 | 0.0% | 550,126 | 0.0% | 0.83% | 0.0% |
| Q2 2022 | $12,570,000 | +4.0% | 550,126 | +9.1% | 0.83% | +22.1% |
| Q1 2022 | $12,087,000 | +18.0% | 504,462 | +25.0% | 0.68% | +20.8% |
| Q4 2021 | $10,239,000 | – | 403,430 | – | 0.56% | – |
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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% |