SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 154 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
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. | 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% |