SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 96 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $272,849 | -25.3% | 13,118 | -21.3% | 0.00% | – |
| Q2 2023 | $365,317 | -29.8% | 16,674 | -28.9% | 0.00% | – |
| Q1 2023 | $520,495 | -15.4% | 23,467 | -17.2% | 0.00% | -100.0% |
| Q4 2022 | $615,313 | -8.3% | 28,355 | -9.4% | 0.00% | 0.0% |
| Q3 2022 | $671,000 | -6.9% | 31,290 | -0.9% | 0.00% | 0.0% |
| Q2 2022 | $721,000 | -14.2% | 31,572 | -9.9% | 0.00% | 0.0% |
| Q1 2022 | $840,000 | +3.3% | 35,059 | +9.4% | 0.00% | 0.0% |
| Q4 2021 | $813,000 | +26.4% | 32,039 | +28.2% | 0.00% | 0.0% |
| Q3 2021 | $643,000 | +4.2% | 24,999 | +4.7% | 0.00% | 0.0% |
| Q2 2021 | $617,000 | +8.1% | 23,870 | +8.5% | 0.00% | 0.0% |
| Q1 2021 | $571,000 | -7.5% | 22,009 | -5.8% | 0.00% | 0.0% |
| Q4 2020 | $617,000 | -76.1% | 23,368 | -75.9% | 0.00% | -66.7% |
| Q3 2020 | $2,581,000 | +18.3% | 96,902 | +19.0% | 0.00% | 0.0% |
| Q2 2020 | $2,181,000 | +3.8% | 81,409 | +3.4% | 0.00% | 0.0% |
| Q1 2020 | $2,101,000 | +5.2% | 78,730 | +2.9% | 0.00% | 0.0% |
| Q4 2019 | $1,997,000 | +2.5% | 76,478 | +3.1% | 0.00% | 0.0% |
| Q3 2019 | $1,949,000 | +4.1% | 74,183 | +3.6% | 0.00% | 0.0% |
| Q2 2019 | $1,872,000 | +31.8% | 71,629 | +30.3% | 0.00% | +50.0% |
| Q1 2019 | $1,420,000 | +12.5% | 54,989 | +10.7% | 0.00% | 0.0% |
| Q4 2018 | $1,262,000 | +145.5% | 49,682 | +143.5% | 0.00% | +100.0% |
| Q3 2018 | $514,000 | +35.3% | 20,400 | +36.0% | 0.00% | 0.0% |
| Q2 2018 | $380,000 | +88.1% | 15,001 | +95.5% | 0.00% | – |
| Q2 2017 | $202,000 | 0.0% | 7,675 | 0.0% | 0.00% | – |
| Q1 2017 | $202,000 | -57.7% | 7,675 | -56.3% | 0.00% | -100.0% |
| Q3 2016 | $477,000 | -20.6% | 17,554 | -20.4% | 0.00% | -50.0% |
| Q2 2016 | $601,000 | +61.6% | 22,061 | +61.4% | 0.00% | +100.0% |
| Q1 2016 | $372,000 | – | 13,665 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 690,840 | $14,369,487 | 8.87% |
| Financial Engines Advisors L.L.C. | 158,268,550 | $3,291,985,844 | 8.65% |
| Hibernia Wealth Partners, LLC | 467,769 | $9,729,586 | 7.53% |
| Tri-Star Advisors Inc. | 20,809 | $432,827 | 7.33% |
| FINANCIAL LIFE ADVISORS | 632,687 | $13,163,628 | 5.66% |
| Redwood Financial Network Corp | 177,378 | $3,689,457 | 3.91% |
| Carr Financial Group Corp | 392,172 | $8,161,108 | 3.23% |
| CGN Advisors LLC | 1,116,453 | $23,222,223 | 3.13% |
| KWB Wealth | 723,527 | $15,852,487 | 2.54% |
| Chesapeake Wealth Management | 285,828 | $5,945,222 | 2.48% |