SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 190 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is 0.00 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $8,518,942 | -31.2% | 394,944 | -30.7% | 0.09% | -35.3% |
| Q1 2024 | $12,374,275 | +13.9% | 569,718 | +15.7% | 0.14% | +3.7% |
| Q4 2023 | $10,868,923 | -3.8% | 492,475 | -9.3% | 0.13% | -17.3% |
| Q3 2023 | $11,299,808 | +27.6% | 543,260 | +34.5% | 0.16% | +27.6% |
| Q2 2023 | $8,852,736 | +5.7% | 404,050 | +7.0% | 0.13% | -5.2% |
| Q1 2023 | $8,376,588 | +3946.7% | 377,664 | +4269.6% | 0.13% | +4366.7% |
| Q1 2022 | $207,000 | – | 8,643 | – | 0.00% | – |
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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% |