SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 86 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $274,000 | -68.5% | 11,607 | -64.9% | 0.00% | -66.7% |
| Q3 2019 | $869,000 | +234.2% | 33,098 | +232.3% | 0.01% | +200.0% |
| Q2 2019 | $260,000 | +47.7% | 9,959 | +45.8% | 0.00% | +100.0% |
| Q1 2019 | $176,000 | +4.8% | 6,832 | +3.4% | 0.00% | -50.0% |
| Q4 2018 | $168,000 | +127.0% | 6,608 | +126.3% | 0.00% | +100.0% |
| Q3 2018 | $74,000 | +32.1% | 2,920 | +34.7% | 0.00% | 0.0% |
| Q2 2018 | $56,000 | 0.0% | 2,168 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $56,000 | -12.5% | 2,168 | -11.5% | 0.00% | 0.0% |
| Q4 2017 | $64,000 | +18.5% | 2,451 | +20.7% | 0.00% | 0.0% |
| Q3 2017 | $54,000 | +1.9% | 2,030 | +0.1% | 0.00% | 0.0% |
| Q2 2017 | $53,000 | +6.0% | 2,028 | +7.4% | 0.00% | 0.0% |
| Q1 2017 | $50,000 | -24.2% | 1,889 | -24.3% | 0.00% | 0.0% |
| Q4 2016 | $66,000 | +175.0% | 2,495 | +178.8% | 0.00% | – |
| Q3 2016 | $24,000 | 0.0% | 895 | -0.2% | 0.00% | – |
| Q2 2016 | $24,000 | +71.4% | 897 | +76.9% | 0.00% | – |
| Q1 2016 | $14,000 | +16.7% | 507 | +11.9% | 0.00% | – |
| Q4 2015 | $12,000 | -53.8% | 453 | -53.0% | 0.00% | -100.0% |
| Q3 2015 | $26,000 | -10.3% | 963 | -10.7% | 0.00% | 0.0% |
| Q2 2015 | $29,000 | +31.8% | 1,078 | +37.5% | 0.00% | – |
| Q1 2015 | $22,000 | 0.0% | 784 | -2.4% | 0.00% | – |
| Q4 2014 | $22,000 | 0.0% | 803 | -1.0% | 0.00% | -100.0% |
| Q3 2014 | $22,000 | +69.2% | 811 | +67.2% | 0.00% | – |
| Q2 2014 | $13,000 | +160.0% | 485 | +182.0% | 0.00% | – |
| Q1 2014 | $5,000 | 0.0% | 172 | +1.2% | 0.00% | – |
| Q4 2013 | $5,000 | -54.5% | 170 | -57.5% | 0.00% | – |
| Q2 2013 | $11,000 | – | 400 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Engines Advisors L.L.C. | 127,757,628 | $2,740,401,000 | 8.94% |
| KWB Wealth | 1,444,175 | $30,978,000 | 6.18% |
| Redwood Financial Network Corp | 207,794 | $4,457,000 | 5.08% |
| Concord Wealth Partners | 575,275 | $12,340,000 | 3.92% |
| Leicht Financial Planning & Wealth Management, Inc. | 246,950 | $5,297,000 | 3.79% |
| Chesapeake Wealth Management | 289,961 | $6,220,000 | 2.84% |
| TOWNSQUARE CAPITAL LLC | 3,453,080 | $74,068,000 | 2.12% |
| CFS Investment Advisory Services, LLC | 183,611 | $8,462,000 | 1.95% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 5,930,511 | $126,435,000 | 1.81% |
| Values First Advisors, Inc. | 103,631 | $2,223,000 | 1.60% |