SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 165 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $584,749 | -19.8% | 27,109 | -19.2% | 0.06% | -21.3% |
| Q1 2024 | $728,931 | -9.5% | 33,560 | -8.0% | 0.08% | -16.7% |
| Q4 2023 | $805,502 | -10.0% | 36,498 | -15.2% | 0.09% | -18.2% |
| Q3 2023 | $895,477 | -22.3% | 43,052 | -18.1% | 0.11% | -19.7% |
| Q2 2023 | $1,152,053 | -8.1% | 52,581 | -7.0% | 0.14% | -12.7% |
| Q1 2023 | $1,254,136 | +99.7% | 56,544 | +93.1% | 0.16% | +72.5% |
| Q3 2022 | $628,000 | +29.5% | 29,279 | +38.2% | 0.09% | +40.0% |
| Q2 2022 | $485,000 | -39.8% | 21,187 | -39.1% | 0.06% | -34.3% |
| Q1 2022 | $806,000 | +18.2% | 34,785 | +29.4% | 0.10% | +26.9% |
| Q4 2021 | $682,000 | +10.0% | 26,875 | +11.5% | 0.08% | -6.0% |
| Q3 2021 | $620,000 | +0.3% | 24,096 | +1.0% | 0.08% | -8.8% |
| Q2 2021 | $618,000 | +63.1% | 23,857 | +63.3% | 0.09% | +49.2% |
| Q1 2021 | $379,000 | – | 14,611 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 670,996 | $14,701,523 | 8.88% |
| Financial Engines Advisors L.L.C. | 150,211,438 | $3,291,132,604 | 8.34% |
| Tri-Star Advisors Inc. | 20,809 | $455,925 | 6.89% |
| FINANCIAL LIFE ADVISORS | 605,215 | $13,260,261 | 5.53% |
| Comprehensive Wealth Management, LLC | 283,238 | $6,205,745 | 5.38% |
| Scissortail Wealth Management, LLC | 271,188 | $5,955,281 | 4.88% |
| RETIREMENT CAPITAL STRATEGIES | 470,257 | $10,303,329 | 4.74% |
| Redwood Financial Network Corp | 185,943 | $4,074,016 | 3.82% |
| CGN Advisors LLC | 1,103,486 | $24,177,372 | 3.47% |
| Chesapeake Wealth Management | 300,975 | $6,594,361 | 2.60% |