SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 111 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $499,745 | -71.1% | 22,809 | -70.7% | 0.00% | -76.9% |
| Q1 2023 | $1,727,290 | +5.3% | 77,876 | +3.0% | 0.01% | 0.0% |
| Q4 2022 | $1,640,260 | +282.3% | 75,588 | +277.8% | 0.01% | +160.0% |
| Q3 2022 | $429,000 | -15.0% | 20,009 | -9.5% | 0.01% | -16.7% |
| Q2 2022 | $505,000 | -8.5% | 22,113 | -3.9% | 0.01% | -14.3% |
| Q1 2022 | $552,000 | +133.9% | 23,018 | +152.4% | 0.01% | +133.3% |
| Q2 2021 | $236,000 | +18.0% | 9,119 | +20.3% | 0.00% | -40.0% |
| Q4 2020 | $200,000 | +90.5% | 7,582 | +92.7% | 0.01% | +66.7% |
| Q2 2020 | $105,000 | – | 3,934 | – | 0.00% | – |
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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% |