SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 6 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $284,211 | +61.3% | 13,664 | +70.0% | 0.01% | +50.0% |
| Q2 2023 | $176,156 | +2.1% | 8,040 | +3.4% | 0.00% | 0.0% |
| Q1 2023 | $172,450 | +2.1% | 7,775 | -0.1% | 0.00% | +33.3% |
| Q4 2022 | $168,891 | -31.6% | 7,783 | -32.4% | 0.00% | -40.0% |
| Q3 2022 | $247,000 | -7.8% | 11,519 | -1.7% | 0.01% | 0.0% |
| Q2 2022 | $268,000 | -32.8% | 11,713 | -29.7% | 0.01% | -16.7% |
| Q1 2022 | $399,000 | -0.5% | 16,671 | +5.4% | 0.01% | 0.0% |
| Q4 2021 | $401,000 | +8.7% | 15,813 | +10.2% | 0.01% | 0.0% |
| Q3 2021 | $369,000 | +25.9% | 14,350 | +26.6% | 0.01% | +50.0% |
| Q2 2021 | $293,000 | +15.8% | 11,331 | +16.1% | 0.00% | 0.0% |
| Q1 2021 | $253,000 | +143.3% | 9,763 | +148.3% | 0.00% | +100.0% |
| Q4 2020 | $104,000 | +14.3% | 3,932 | +15.0% | 0.00% | 0.0% |
| Q3 2020 | $91,000 | +78.4% | 3,418 | +79.5% | 0.00% | +100.0% |
| Q2 2020 | $51,000 | 0.0% | 1,904 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $51,000 | -7.3% | 1,904 | -9.6% | 0.00% | 0.0% |
| Q4 2019 | $55,000 | +27.9% | 2,106 | +29.6% | 0.00% | 0.0% |
| Q3 2019 | $43,000 | – | 1,625 | – | 0.00% | – |
Download | ||||||
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% |