SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 30 filers reported holding SPDR SER TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,711,000 | -0.3% | 82,236 | +4.9% | 0.00% | – |
Q2 2023 | $1,717,000 | -8.8% | 78,409 | -7.6% | 0.00% | -100.0% |
Q1 2023 | $1,882,000 | -45.1% | 84,845 | -46.3% | 0.00% | 0.0% |
Q4 2022 | $3,428,000 | +81.8% | 157,963 | +79.6% | 0.00% | 0.0% |
Q3 2022 | $1,886,000 | -8.8% | 87,938 | -2.8% | 0.00% | 0.0% |
Q2 2022 | $2,067,000 | -8.7% | 90,462 | -4.3% | 0.00% | 0.0% |
Q1 2022 | $2,264,000 | +1.2% | 94,532 | +7.2% | 0.00% | 0.0% |
Q4 2021 | $2,237,000 | -11.9% | 88,152 | -10.7% | 0.00% | 0.0% |
Q3 2021 | $2,538,000 | +7.4% | 98,705 | +8.0% | 0.00% | 0.0% |
Q2 2021 | $2,364,000 | -22.6% | 91,415 | -22.4% | 0.00% | 0.0% |
Q1 2021 | $3,055,000 | +155.4% | 117,824 | +160.2% | 0.00% | – |
Q4 2020 | $1,196,000 | -48.7% | 45,285 | -48.3% | 0.00% | -100.0% |
Q3 2020 | $2,331,000 | +3.1% | 87,518 | +3.7% | 0.00% | 0.0% |
Q2 2020 | $2,261,000 | +10.3% | 84,410 | +9.9% | 0.00% | 0.0% |
Q1 2020 | $2,050,000 | +230.6% | 76,793 | +223.2% | 0.00% | – |
Q4 2019 | $620,000 | +1.6% | 23,760 | +2.4% | 0.00% | – |
Q3 2019 | $610,000 | +26.8% | 23,204 | +26.2% | 0.00% | – |
Q2 2019 | $481,000 | -30.7% | 18,388 | -31.5% | 0.00% | – |
Q1 2019 | $694,000 | +11.0% | 26,857 | +9.3% | 0.00% | – |
Q4 2018 | $625,000 | +39.8% | 24,569 | +38.6% | 0.00% | – |
Q3 2018 | $447,000 | +16.1% | 17,724 | +16.8% | 0.00% | – |
Q2 2018 | $385,000 | +5.8% | 15,180 | +7.0% | 0.00% | – |
Q1 2018 | $364,000 | -49.9% | 14,187 | -49.2% | 0.00% | – |
Q4 2017 | $727,000 | +10.8% | 27,934 | +12.1% | 0.00% | – |
Q3 2017 | $656,000 | +243.5% | 24,920 | +243.8% | 0.00% | – |
Q2 2017 | $191,000 | +247.3% | 7,249 | +245.7% | 0.00% | – |
Q1 2017 | $55,000 | +22.2% | 2,097 | +23.9% | 0.00% | – |
Q4 2016 | $45,000 | -63.4% | 1,692 | -62.8% | 0.00% | – |
Q3 2016 | $123,000 | +70.8% | 4,544 | +69.9% | 0.00% | – |
Q2 2016 | $72,000 | -29.4% | 2,675 | -29.2% | 0.00% | – |
Q1 2016 | $102,000 | +52.2% | 3,779 | +50.9% | 0.00% | – |
Q4 2015 | $67,000 | +131.0% | 2,505 | +133.2% | 0.00% | – |
Q3 2015 | $29,000 | -89.1% | 1,074 | -89.2% | 0.00% | – |
Q2 2015 | $267,000 | -53.2% | 9,927 | -52.7% | 0.00% | – |
Q4 2014 | $570,000 | +115.9% | 20,983 | +116.6% | 0.00% | – |
Q3 2014 | $264,000 | +398.1% | 9,687 | +400.4% | 0.00% | – |
Q2 2014 | $53,000 | +120.8% | 1,936 | +115.1% | 0.00% | – |
Q1 2014 | $24,000 | -81.7% | 900 | -81.7% | 0.00% | – |
Q4 2013 | $131,000 | +670.6% | 4,928 | +670.0% | 0.00% | – |
Q3 2013 | $17,000 | -98.3% | 640 | -98.3% | 0.00% | -100.0% |
Q2 2013 | $1,009,000 | – | 38,034 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Financial Engines Advisors L.L.C. | 126,799,083 | $2,897,359,000 | 8.83% |
KWB Wealth | 1,390,929 | $31,783,000 | 6.12% |
Redwood Financial Network Corp | 206,083 | $4,709,000 | 5.14% |
Leicht Financial Planning & Wealth Management, Inc. | 253,435 | $5,791,000 | 3.92% |
Concord Wealth Partners | 601,254 | $13,739,000 | 3.77% |
Chesapeake Wealth Management | 294,575 | $6,731,000 | 2.88% |
TOWNSQUARE CAPITAL LLC | 4,075,275 | $93,120,000 | 2.64% |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 5,399,160 | $122,835,000 | 1.71% |
Values First Advisors, Inc. | 100,493 | $2,296,000 | 1.63% |
KARLINSKI ANDREW C | 35,615 | $814,000 | 1.20% |