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 | $83,096 | -57.9% | 3,995 | -55.7% | 0.00% | -60.0% |
| Q2 2023 | $197,521 | -99.4% | 9,015 | -99.4% | 0.01% | -99.5% |
| Q1 2023 | $34,602,021 | +103.5% | 1,560,055 | +99.1% | 0.94% | +75.9% |
| Q4 2022 | $17,006,798 | +47141.1% | 783,723 | +46411.8% | 0.54% | +53500.0% |
| Q3 2022 | $36,000 | -50.0% | 1,685 | -46.3% | 0.00% | -50.0% |
| Q2 2022 | $72,000 | -55.8% | 3,136 | -53.8% | 0.00% | -50.0% |
| Q1 2022 | $163,000 | -99.3% | 6,789 | -99.3% | 0.00% | -99.3% |
| Q4 2021 | $23,170,000 | +13.6% | 912,911 | +15.2% | 0.59% | +2.8% |
| Q3 2021 | $20,389,000 | +20.6% | 792,714 | +21.2% | 0.57% | +15.4% |
| Q2 2021 | $16,908,000 | +13.0% | 653,811 | +13.3% | 0.50% | +1.6% |
| Q1 2021 | $14,967,000 | -63.4% | 577,226 | -62.4% | 0.49% | -72.0% |
| Q4 2020 | $40,925,000 | -0.6% | 1,536,211 | -0.6% | 1.74% | +0.5% |
| Q3 2020 | $41,173,000 | +4.4% | 1,545,525 | +5.0% | 1.73% | -3.8% |
| Q2 2020 | $39,435,000 | +1.5% | 1,471,992 | +1.1% | 1.80% | -14.1% |
| Q1 2020 | $38,857,000 | +123.7% | 1,455,877 | +118.8% | 2.09% | +170.5% |
| Q4 2019 | $17,374,000 | +10.5% | 665,408 | +11.1% | 0.77% | +0.5% |
| Q3 2019 | $15,729,000 | +6.8% | 598,739 | +6.3% | 0.77% | +1.9% |
| Q2 2019 | $14,726,000 | +24.9% | 563,366 | +23.4% | 0.76% | -0.9% |
| Q1 2019 | $11,793,000 | – | 456,634 | – | 0.76% | – |
Download | ||||||
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% |