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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $702,187 | -48.3% | 33,759 | -45.5% | 0.04% | -48.1% |
| Q2 2023 | $1,357,631 | -16.0% | 61,964 | -14.9% | 0.08% | -20.6% |
| Q1 2023 | $1,615,746 | +73243.0% | 72,847 | -28.2% | 0.10% | -27.1% |
| Q4 2022 | $2,203 | -99.9% | 101,522 | -28.3% | 0.14% | -35.5% |
| Q3 2022 | $3,035,000 | -2.3% | 141,502 | +4.1% | 0.22% | +0.9% |
| Q2 2022 | $3,106,000 | – | 135,938 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Modera Wealth Management, LLC | 7,025,524 | $181,680,000 | 9.80% |
| Financial Engines Advisors L.L.C. | 105,670,318 | $2,732,634,000 | 7.93% |
| KWB Wealth | 1,280,124 | $33,194,000 | 6.37% |
| Concord Wealth Partners | 769,431 | $19,897,000 | 5.70% |
| Leicht Financial Planning & Wealth Management, Inc. | 255,355 | $6,606,000 | 4.01% |
| Good Life Advisors, LLC | 640,157 | $16,554,000 | 3.14% |
| Chesapeake Wealth Management | 338,835 | $8,762,000 | 2.84% |
| TOWNSQUARE CAPITAL LLC | 3,193,500 | $82,615,000 | 2.67% |
| Values First Advisors, Inc. | 150,205 | $3,884,000 | 2.64% |
| Pinnacle Wealth Management Group, Inc. | 122,969 | $3,180,000 | 2.32% |