SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 145 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $473,000 | -56.4% | 20,720 | -54.3% | 0.08% | -48.1% |
| Q1 2022 | $1,086,000 | -56.4% | 45,320 | -53.8% | 0.16% | -53.0% |
| Q4 2021 | $2,490,000 | -21.9% | 98,110 | -20.9% | 0.34% | -29.1% |
| Q3 2021 | $3,190,000 | -6.1% | 124,020 | -5.6% | 0.47% | -6.0% |
| Q2 2021 | $3,398,000 | +37.1% | 131,380 | +37.4% | 0.50% | +28.2% |
| Q1 2021 | $2,479,000 | – | 95,610 | – | 0.39% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Engines Advisors L.L.C. | 132,914,692 | $3,184,636,000 | 8.50% |
| KWB Wealth | 1,600,942 | $40,632,000 | 6.77% |
| Redwood Financial Network Corp | 186,523 | $4,469,000 | 4.14% |
| Leicht Financial Planning & Wealth Management, Inc. | 257,369 | $6,167,000 | 3.67% |
| Concord Wealth Partners | 590,711 | $14,153,000 | 3.66% |
| Values First Advisors, Inc. | 212,024 | $5,080,000 | 3.21% |
| Chesapeake Wealth Management | 308,500 | $7,392,000 | 2.68% |
| TOWNSQUARE CAPITAL LLC | 4,120,953 | $98,740,000 | 2.52% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4,726,141 | $112,645,000 | 1.52% |
| CGN Advisors LLC | 241,963 | $5,797,000 | 1.44% |