SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 168 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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. | 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% |