SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 129 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,513,264 | +169.4% | 120,830 | +177.7% | 0.06% | +93.1% |
| Q3 2022 | $933,000 | +45.3% | 43,505 | +62.5% | 0.03% | +61.1% |
| Q1 2022 | $642,000 | -45.6% | 26,780 | -42.4% | 0.02% | -63.3% |
| Q4 2021 | $1,180,000 | +404.3% | 46,497 | +410.7% | 0.05% | +444.4% |
| Q3 2021 | $234,000 | -61.2% | 9,104 | -60.9% | 0.01% | -55.0% |
| Q2 2021 | $603,000 | -3.4% | 23,304 | -3.2% | 0.02% | -42.9% |
| Q1 2021 | $624,000 | -94.5% | 24,068 | -94.3% | 0.04% | -96.1% |
| Q3 2020 | $11,250,000 | +134.2% | 422,316 | +135.5% | 0.89% | +157.1% |
| Q2 2020 | $4,804,000 | – | 179,319 | – | 0.34% | – |
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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% |