SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 145 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $572,310 | -17.5% | 25,803 | -19.3% | 0.06% | -16.7% |
| Q4 2022 | $693,577 | -99.9% | 31,962 | -1.5% | 0.08% | -2.5% |
| Q3 2022 | $696,024,000 | -18.7% | 32,449 | -13.3% | 0.08% | -12.1% |
| Q2 2022 | $855,601,000 | +89868.6% | 37,444 | -5.7% | 0.09% | +7.1% |
| Q1 2022 | $951,000 | -9.2% | 39,697 | -3.7% | 0.08% | +10.4% |
| Q4 2021 | $1,047,000 | +9.5% | 41,239 | +11.0% | 0.08% | +5.5% |
| Q3 2021 | $956,000 | -10.7% | 37,153 | -10.3% | 0.07% | -8.8% |
| Q2 2021 | $1,071,000 | +29.2% | 41,414 | +29.5% | 0.08% | +25.0% |
| Q1 2021 | $829,000 | – | 31,969 | – | 0.06% | – |
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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% |