SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 131 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $162,968 | +547.3% | 7,835 | +581.9% | 0.00% | – |
| Q2 2023 | $25,175 | +4945.1% | 1,149 | +4895.7% | 0.00% | – |
| Q4 2022 | $499 | -99.0% | 23 | -99.0% | 0.00% | – |
| Q3 2022 | $48,000 | +300.0% | 2,233 | +362.3% | 0.00% | – |
| Q1 2022 | $12,000 | +200.0% | 483 | +179.2% | 0.00% | – |
| Q3 2021 | $4,000 | -77.8% | 173 | -74.9% | 0.00% | – |
| Q2 2021 | $18,000 | -62.5% | 689 | -63.0% | 0.00% | – |
| Q1 2021 | $48,000 | +152.6% | 1,861 | +157.4% | 0.00% | – |
| Q4 2019 | $19,000 | +280.0% | 723 | +297.3% | 0.00% | – |
| Q3 2018 | $5,000 | 0.0% | 182 | 0.0% | 0.00% | – |
| Q2 2018 | $5,000 | -28.6% | 182 | -27.2% | 0.00% | – |
| Q1 2017 | $7,000 | – | 250 | – | 0.00% | – |
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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% |