SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 168 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $2,100,000 | -63.7% | 87,608 | -61.6% | 0.07% | -61.9% |
| Q4 2021 | $5,788,000 | +751.2% | 228,058 | +761.4% | 0.19% | +743.5% |
| Q3 2021 | $680,000 | +88.9% | 26,474 | +90.3% | 0.02% | +91.7% |
| Q2 2021 | $360,000 | -7.2% | 13,913 | -5.4% | 0.01% | -14.3% |
| Q4 2020 | $388,000 | +41.6% | 14,701 | +42.7% | 0.01% | +27.3% |
| Q3 2020 | $274,000 | -85.9% | 10,299 | -85.8% | 0.01% | -87.4% |
| Q2 2020 | $1,940,000 | +4.4% | 72,400 | +4.0% | 0.09% | 0.0% |
| Q1 2020 | $1,859,000 | +171.4% | 69,635 | +165.4% | 0.09% | +262.5% |
| Q4 2019 | $685,000 | -20.3% | 26,242 | -19.8% | 0.02% | -22.6% |
| Q3 2019 | $860,000 | +104.8% | 32,717 | +103.3% | 0.03% | +138.5% |
| Q2 2019 | $420,000 | +88.3% | 16,092 | +86.4% | 0.01% | +85.7% |
| Q1 2019 | $223,000 | -50.3% | 8,635 | -51.1% | 0.01% | -46.2% |
| Q4 2018 | $449,000 | -65.0% | 17,663 | -65.3% | 0.01% | -68.3% |
| Q3 2018 | $1,282,000 | -95.7% | 50,859 | -95.6% | 0.04% | -95.5% |
| Q2 2018 | $29,550,000 | +107.6% | 1,164,769 | +109.9% | 0.91% | +98.7% |
| Q1 2018 | $14,233,000 | -35.4% | 554,899 | -34.5% | 0.46% | -43.4% |
| Q4 2017 | $22,032,000 | +73.5% | 846,709 | +75.3% | 0.81% | +32.6% |
| Q2 2017 | $12,695,000 | +66.1% | 482,876 | +66.3% | 0.61% | +54.0% |
| Q1 2017 | $7,641,000 | -39.2% | 290,300 | -39.3% | 0.40% | -37.4% |
| Q4 2016 | $12,563,000 | -73.2% | 478,059 | -72.3% | 0.63% | -72.6% |
| Q3 2016 | $46,942,000 | +119.6% | 1,727,518 | +120.1% | 2.31% | +86.1% |
| Q2 2016 | $21,380,000 | – | 784,976 | – | 1.24% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 690,840 | $14,369,487 | 8.87% |
| Financial Engines Advisors L.L.C. | 158,268,550 | $3,291,985,844 | 8.65% |
| Hibernia Wealth Partners, LLC | 467,769 | $9,729,586 | 7.53% |
| Tri-Star Advisors Inc. | 20,809 | $432,827 | 7.33% |
| FINANCIAL LIFE ADVISORS | 632,687 | $13,163,628 | 5.66% |
| Redwood Financial Network Corp | 177,378 | $3,689,457 | 3.91% |
| Carr Financial Group Corp | 392,172 | $8,161,108 | 3.23% |
| CGN Advisors LLC | 1,116,453 | $23,222,223 | 3.13% |
| KWB Wealth | 723,527 | $15,852,487 | 2.54% |
| Chesapeake Wealth Management | 285,828 | $5,945,222 | 2.48% |