LPL Financial LLC - SPDR SER TR ownership

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
LPL Financial LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$167,633,300
+11.6%
8,059,294
+17.6%
0.12%
+9.3%
Q2 2023$150,166,441
+27.8%
6,853,786
+29.3%
0.11%
+17.6%
Q1 2023$117,526,627
+42.6%
5,298,766
+39.5%
0.09%
+28.2%
Q4 2022$82,438,317
+14.4%
3,799,001
+13.1%
0.07%
+1.4%
Q3 2022$72,072,000
-17.9%
3,360,021
-12.5%
0.07%
-15.7%
Q2 2022$87,738,000
-10.9%
3,839,748
-6.6%
0.08%
-2.4%
Q1 2022$98,463,000
-2.7%
4,109,462
+3.1%
0.08%0.0%
Q4 2021$101,186,000
-1.2%
3,986,841
+0.1%
0.08%
-11.5%
Q3 2021$102,405,000
+14.6%
3,981,529
+15.3%
0.10%
+6.7%
Q2 2021$89,321,000
+5.5%
3,454,040
+5.7%
0.09%
-7.2%
Q1 2021$84,700,000
+12.8%
3,266,494
+14.9%
0.10%0.0%
Q4 2020$75,098,000
+93.4%
2,842,487
+95.0%
0.10%
+59.0%
Q3 2020$38,839,000
+43.8%
1,457,921
+44.6%
0.06%
+29.8%
Q2 2020$27,018,000
+24.4%
1,008,498
+23.9%
0.05%0.0%
Q1 2020$21,725,000
+375.5%
813,970
+365.2%
0.05%
+487.5%
Q4 2019$4,569,000
+247.2%
174,976
+249.2%
0.01%
+166.7%
Q3 2019$1,316,000
+11.1%
50,104
+10.6%
0.00%0.0%
Q2 2019$1,184,000
-12.6%
45,299
-13.6%
0.00%0.0%
Q1 2019$1,355,000
+19.5%
52,449
+17.6%
0.00%0.0%
Q4 2018$1,134,000
+2.3%
44,617
+1.5%
0.00%0.0%
Q3 2018$1,108,000
+2.2%
43,958
+2.8%
0.00%0.0%
Q2 2018$1,084,000
+10.5%
42,769
+11.8%
0.00%0.0%
Q1 2018$981,000
+5.0%
38,254
+6.5%
0.00%0.0%
Q4 2017$934,000
-16.8%
35,906
-15.7%
0.00%
-25.0%
Q3 2017$1,122,000
-39.4%
42,607
-39.5%
0.00%
-42.9%
Q2 2017$1,852,000
+8.7%
70,437
+8.9%
0.01%
-41.7%
Q1 2017$1,704,000
+15.1%
64,705
+14.9%
0.01%
+9.1%
Q4 2016$1,481,000
-3.8%
56,302
-1.0%
0.01%
-26.7%
Q3 2016$1,540,000
-1.0%
56,883
-0.8%
0.02%
+15.4%
Q2 2016$1,556,000
-53.3%
57,338
-53.4%
0.01%
+44.4%
Q1 2016$3,335,000
+18.9%
123,078
+17.7%
0.01%
+12.5%
Q4 2015$2,805,000
+97.0%
104,554
+98.9%
0.01%0.0%
Q3 2015$1,424,00052,5550.01%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
Leicht Financial Planning & Wealth Management, Inc. 690,840$14,369,4878.87%
Financial Engines Advisors L.L.C. 158,268,550$3,291,985,8448.65%
Hibernia Wealth Partners, LLC 467,769$9,729,5867.53%
Tri-Star Advisors Inc. 20,809$432,8277.33%
FINANCIAL LIFE ADVISORS 632,687$13,163,6285.66%
Redwood Financial Network Corp 177,378$3,689,4573.91%
Carr Financial Group Corp 392,172$8,161,1083.23%
CGN Advisors LLC 1,116,453$23,222,2233.13%
KWB Wealth 723,527$15,852,4872.54%
Chesapeake Wealth Management 285,828$5,945,2222.48%
View complete list of SPDR SER TR shareholders