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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,705,026 | +235.2% | 322,357 | +257.5% | 0.00% | – |
| Q1 2023 | $2,000,126 | +74.9% | 90,177 | +71.1% | 0.00% | – |
| Q4 2022 | $1,143,525 | -84.6% | 52,697 | -84.7% | 0.00% | -100.0% |
| Q3 2022 | $7,406,000 | +799.9% | 345,264 | +858.5% | 0.00% | – |
| Q2 2022 | $823,000 | +55.9% | 36,020 | +63.3% | 0.00% | – |
| Q1 2022 | $528,000 | -96.7% | 22,056 | -96.4% | 0.00% | -100.0% |
| Q3 2021 | $15,826,000 | +132.7% | 615,325 | +134.0% | 0.00% | +50.0% |
| Q2 2021 | $6,800,000 | -70.2% | 262,951 | -70.2% | 0.00% | -66.7% |
| Q1 2021 | $22,848,000 | -52.1% | 881,158 | -51.2% | 0.01% | -50.0% |
| Q4 2020 | $47,657,000 | +64.9% | 1,803,807 | +66.3% | 0.01% | +50.0% |
| Q3 2020 | $28,892,000 | +659.1% | 1,084,543 | +663.5% | 0.01% | +700.0% |
| Q2 2020 | $3,806,000 | -91.5% | 142,053 | -91.5% | 0.00% | -95.0% |
| Q1 2020 | $44,700,000 | +4556.2% | 1,674,800 | +4457.2% | 0.02% | – |
| Q4 2019 | $960,000 | +7.1% | 36,751 | +5.9% | 0.00% | – |
| Q1 2019 | $896,000 | -28.0% | 34,704 | -29.3% | 0.00% | -100.0% |
| Q2 2018 | $1,245,000 | +198.6% | 49,090 | +210.1% | 0.00% | – |
| Q1 2017 | $417,000 | -6.3% | 15,832 | -6.5% | 0.00% | – |
| Q4 2016 | $445,000 | – | 16,940 | – | 0.00% | – |
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% |