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 | $257,007 | +9.4% | 11,915 | +10.2% | 0.02% | +6.7% |
| Q1 2024 | $234,902 | +13.0% | 10,815 | +14.8% | 0.02% | +7.1% |
| Q4 2023 | $207,899 | -15.3% | 9,420 | -20.1% | 0.01% | -26.3% |
| 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% | – |
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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% |