SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 6 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
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. | 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% |