SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 168 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,320 | -5.1% | 400 | 0.0% | 0.00% | – |
| Q2 2023 | $8,764 | -5.5% | 400 | -4.3% | 0.00% | – |
| Q1 2023 | $9,271 | +102911.1% | 418 | 0.0% | 0.00% | – |
| Q4 2022 | $9 | -99.9% | 418 | -30.1% | 0.00% | -100.0% |
| Q3 2022 | $13,000 | +225.0% | 598 | +232.2% | 0.00% | – |
| Q2 2022 | $4,000 | -98.8% | 180 | -98.7% | 0.00% | -100.0% |
| Q1 2022 | $324,000 | – | 13,543 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Engines Advisors L.L.C. | 132,914,692 | $3,184,636,000 | 8.50% |
| KWB Wealth | 1,600,942 | $40,632,000 | 6.77% |
| Redwood Financial Network Corp | 186,523 | $4,469,000 | 4.14% |
| Leicht Financial Planning & Wealth Management, Inc. | 257,369 | $6,167,000 | 3.67% |
| Concord Wealth Partners | 590,711 | $14,153,000 | 3.66% |
| Values First Advisors, Inc. | 212,024 | $5,080,000 | 3.21% |
| Chesapeake Wealth Management | 308,500 | $7,392,000 | 2.68% |
| TOWNSQUARE CAPITAL LLC | 4,120,953 | $98,740,000 | 2.52% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4,726,141 | $112,645,000 | 1.52% |
| CGN Advisors LLC | 241,963 | $5,797,000 | 1.44% |