SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 190 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is 0.00 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $5,155 | -0.7% | 239 | 0.0% | 0.00% | – |
Q1 2024 | $5,191 | -1.6% | 239 | 0.0% | 0.00% | – |
Q4 2023 | $5,275 | +6.1% | 239 | 0.0% | 0.00% | – |
Q3 2023 | $4,971 | -5.1% | 239 | 0.0% | 0.00% | – |
Q2 2023 | $5,236 | +32625.0% | 239 | -67.7% | 0.00% | -100.0% |
Q1 2023 | $16 | +220.0% | 739 | +209.2% | 0.00% | – |
Q4 2022 | $5 | -99.9% | 239 | 0.0% | 0.00% | – |
Q3 2022 | $5,000 | 0.0% | 239 | 0.0% | 0.00% | – |
Q2 2022 | $5,000 | -16.7% | 239 | 0.0% | 0.00% | – |
Q1 2022 | $6,000 | 0.0% | 239 | 0.0% | 0.00% | – |
Q4 2021 | $6,000 | -45.5% | 239 | -45.6% | 0.00% | – |
Q3 2021 | $11,000 | 0.0% | 439 | 0.0% | 0.00% | – |
Q2 2021 | $11,000 | 0.0% | 439 | 0.0% | 0.00% | – |
Q1 2021 | $11,000 | -8.3% | 439 | 0.0% | 0.00% | – |
Q4 2020 | $12,000 | 0.0% | 439 | 0.0% | 0.00% | – |
Q3 2020 | $12,000 | 0.0% | 439 | 0.0% | 0.00% | – |
Q2 2020 | $12,000 | 0.0% | 439 | 0.0% | 0.00% | -100.0% |
Q1 2020 | $12,000 | +9.1% | 439 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $11,000 | -8.3% | 439 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $12,000 | +9.1% | 439 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $11,000 | 0.0% | 439 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $11,000 | 0.0% | 439 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $11,000 | +22.2% | 439 | +29.5% | 0.00% | 0.0% |
Q3 2018 | $9,000 | – | 339 | – | 0.00% | – |
Download |
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% |