SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 98 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $427,000 | -16.4% | 16,597 | -16.0% | 0.05% | -19.0% |
| Q2 2021 | $511,000 | -1.4% | 19,770 | -1.0% | 0.06% | -13.4% |
| Q1 2021 | $518,000 | +1.6% | 19,970 | +3.5% | 0.07% | -5.6% |
| Q4 2020 | $510,000 | -38.6% | 19,302 | -38.0% | 0.07% | -49.6% |
| Q3 2020 | $830,000 | +12.6% | 31,152 | +13.3% | 0.14% | +3.7% |
| Q2 2020 | $737,000 | +5.6% | 27,495 | +5.2% | 0.14% | -19.0% |
| Q1 2020 | $698,000 | +11.9% | 26,146 | +9.5% | 0.17% | +43.6% |
| Q4 2019 | $624,000 | +46.5% | 23,884 | +47.3% | 0.12% | +44.4% |
| Q3 2019 | $426,000 | +23.5% | 16,220 | +23.0% | 0.08% | +11.0% |
| Q2 2019 | $345,000 | +0.9% | 13,191 | -0.4% | 0.07% | 0.0% |
| Q1 2019 | $342,000 | +1.5% | 13,243 | 0.0% | 0.07% | -13.1% |
| Q4 2018 | $337,000 | -22.2% | 13,243 | -22.8% | 0.08% | -7.7% |
| Q3 2018 | $433,000 | -8.3% | 17,164 | -7.8% | 0.09% | -9.0% |
| Q2 2018 | $472,000 | -38.8% | 18,624 | -38.0% | 0.10% | -25.9% |
| Q1 2018 | $771,000 | – | 30,057 | – | 0.14% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Engines Advisors L.L.C. | 127,757,628 | $2,740,401,000 | 8.94% |
| KWB Wealth | 1,444,175 | $30,978,000 | 6.18% |
| Redwood Financial Network Corp | 207,794 | $4,457,000 | 5.08% |
| Concord Wealth Partners | 575,275 | $12,340,000 | 3.92% |
| Leicht Financial Planning & Wealth Management, Inc. | 246,950 | $5,297,000 | 3.79% |
| Chesapeake Wealth Management | 289,961 | $6,220,000 | 2.84% |
| TOWNSQUARE CAPITAL LLC | 3,453,080 | $74,068,000 | 2.12% |
| CFS Investment Advisory Services, LLC | 183,611 | $8,462,000 | 1.95% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 5,930,511 | $126,435,000 | 1.81% |
| Values First Advisors, Inc. | 103,631 | $2,223,000 | 1.60% |