SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 6 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,891,951 | +121.4% | 85,725 | +108.7% | 0.63% | +98.4% |
| Q3 2023 | $854,360 | +73.6% | 41,075 | +82.8% | 0.32% | +78.5% |
| Q2 2023 | $492,208 | -63.6% | 22,465 | -57.3% | 0.18% | -67.6% |
| Q3 2021 | $1,354,000 | -29.3% | 52,650 | -28.9% | 0.55% | -31.4% |
| Q2 2021 | $1,916,000 | – | 74,100 | – | 0.80% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Engines Advisors L.L.C. | 132,914,692 | $3,184,636,000 | 8.50% |
| KWB Wealth | 1,600,942 | $40,632,000 | 6.77% |
| Redwood Financial Network Corp | 186,523 | $4,469,000 | 4.14% |
| Leicht Financial Planning & Wealth Management, Inc. | 257,369 | $6,167,000 | 3.67% |
| Concord Wealth Partners | 590,711 | $14,153,000 | 3.66% |
| Values First Advisors, Inc. | 212,024 | $5,080,000 | 3.21% |
| Chesapeake Wealth Management | 308,500 | $7,392,000 | 2.68% |
| TOWNSQUARE CAPITAL LLC | 4,120,953 | $98,740,000 | 2.52% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4,726,141 | $112,645,000 | 1.52% |
| CGN Advisors LLC | 241,963 | $5,797,000 | 1.44% |