SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 148 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 2023 | $2,754,735 | +1230.5% | 125,730 | +1246.9% | 0.01% | – |
| Q1 2023 | $207,050 | -17.3% | 9,335 | -19.1% | 0.00% | -100.0% |
| Q4 2022 | $250,440 | -9.9% | 11,541 | -10.9% | 0.00% | 0.0% |
| Q3 2022 | $278,000 | +21.4% | 12,960 | +29.4% | 0.00% | – |
| Q2 2022 | $229,000 | +1.8% | 10,019 | +12.9% | 0.00% | – |
| Q4 2021 | $225,000 | -87.5% | 8,875 | -87.3% | 0.00% | -100.0% |
| Q2 2021 | $1,801,000 | +36.1% | 69,653 | +36.5% | 0.00% | +33.3% |
| Q1 2021 | $1,323,000 | +308.3% | 51,021 | +313.2% | 0.00% | 0.0% |
| Q4 2016 | $324,000 | -56.5% | 12,347 | -54.9% | 0.00% | -57.1% |
| Q3 2016 | $744,000 | +6.7% | 27,395 | +7.0% | 0.01% | 0.0% |
| Q2 2016 | $697,000 | – | 25,609 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 670,996 | $14,701,523 | 8.88% |
| Financial Engines Advisors L.L.C. | 150,211,438 | $3,291,132,604 | 8.34% |
| Tri-Star Advisors Inc. | 20,809 | $455,925 | 6.89% |
| FINANCIAL LIFE ADVISORS | 605,215 | $13,260,261 | 5.53% |
| Comprehensive Wealth Management, LLC | 283,238 | $6,205,745 | 5.38% |
| Scissortail Wealth Management, LLC | 271,188 | $5,955,281 | 4.88% |
| RETIREMENT CAPITAL STRATEGIES | 470,257 | $10,303,329 | 4.74% |
| Redwood Financial Network Corp | 185,943 | $4,074,016 | 3.82% |
| CGN Advisors LLC | 1,103,486 | $24,177,372 | 3.47% |
| Chesapeake Wealth Management | 300,975 | $6,594,361 | 2.60% |