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 | $1,838 | +26.7% | 88,344 | +33.4% | 0.01% | +22.2% |
| Q2 2023 | $1,451 | +72450.0% | 66,231 | +64832.4% | 0.01% | – |
| Q1 2023 | $2 | 0.0% | 102 | 0.0% | 0.00% | – |
| Q4 2022 | $2 | -100.0% | 102 | -73.0% | 0.00% | – |
| Q3 2022 | $8,000 | +300.0% | 378 | +270.6% | 0.00% | – |
| Q2 2022 | $2,000 | 0.0% | 102 | 0.0% | 0.00% | – |
| Q1 2022 | $2,000 | -95.6% | 102 | -94.2% | 0.00% | – |
| Q4 2021 | $45,000 | -8.2% | 1,771 | -6.8% | 0.00% | – |
| Q2 2021 | $49,000 | 0.0% | 1,901 | 0.0% | 0.00% | – |
| Q1 2021 | $49,000 | 0.0% | 1,901 | 0.0% | 0.00% | – |
| Q4 2020 | $49,000 | 0.0% | 1,901 | 0.0% | 0.00% | – |
| Q3 2020 | $49,000 | 0.0% | 1,901 | 0.0% | 0.00% | – |
| Q2 2020 | $49,000 | 0.0% | 1,901 | 0.0% | 0.00% | – |
| Q1 2020 | $49,000 | 0.0% | 1,901 | 0.0% | 0.00% | – |
| Q4 2019 | $49,000 | 0.0% | 1,901 | 0.0% | 0.00% | – |
| Q3 2019 | $49,000 | 0.0% | 1,901 | 0.0% | 0.00% | – |
| Q2 2019 | $49,000 | 0.0% | 1,901 | 0.0% | 0.00% | – |
| Q1 2019 | $49,000 | – | 1,901 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Engines Advisors L.L.C. | 126,799,083 | $2,897,359,000 | 8.83% |
| KWB Wealth | 1,390,929 | $31,783,000 | 6.12% |
| Redwood Financial Network Corp | 206,083 | $4,709,000 | 5.14% |
| Leicht Financial Planning & Wealth Management, Inc. | 253,435 | $5,791,000 | 3.92% |
| Concord Wealth Partners | 601,254 | $13,739,000 | 3.77% |
| Chesapeake Wealth Management | 294,575 | $6,731,000 | 2.88% |
| TOWNSQUARE CAPITAL LLC | 4,075,275 | $93,120,000 | 2.64% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 5,399,160 | $122,835,000 | 1.71% |
| Values First Advisors, Inc. | 100,493 | $2,296,000 | 1.63% |
| KARLINSKI ANDREW C | 35,615 | $814,000 | 1.20% |