SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 160 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| 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% |