SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 154 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,149,834 | -27.6% | 632,180 | -23.7% | 0.04% | -28.6% |
| Q2 2023 | $18,156,608 | +142607.0% | 828,694 | +44.5% | 0.05% | +32.4% |
| Q1 2023 | $12,723 | +207.5% | 573,613 | +200.9% | 0.04% | +184.6% |
| Q4 2022 | $4,137 | -99.9% | 190,656 | +28.1% | 0.01% | 0.0% |
| Q3 2022 | $3,193,000 | -7.6% | 148,848 | -1.6% | 0.01% | -7.1% |
| Q2 2022 | $3,455,000 | -53.2% | 151,202 | -50.9% | 0.01% | -50.0% |
| Q1 2022 | $7,382,000 | +72.4% | 308,100 | +82.6% | 0.03% | +55.6% |
| Q4 2021 | $4,282,000 | -14.1% | 168,713 | -12.9% | 0.02% | -30.8% |
| Q3 2021 | $4,982,000 | – | 193,708 | – | 0.03% | – |
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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% |