SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 160 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $245,336 | -5.1% | 11,795 | 0.0% | 0.02% | -5.0% |
Q2 2023 | $258,428 | -1.2% | 11,795 | 0.0% | 0.02% | -9.1% |
Q1 2023 | $261,613 | +2.2% | 11,795 | 0.0% | 0.02% | -4.3% |
Q4 2022 | $255,952 | +20.7% | 11,795 | +19.5% | 0.02% | +4.5% |
Q3 2022 | $212,000 | +39.5% | 9,870 | +48.5% | 0.02% | +46.7% |
Q2 2022 | $152,000 | – | 6,645 | – | 0.02% | – |
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% |