SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 36 filers reported holding SPDR SER TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $71,379 | +15.1% | 3,234 | +15.7% | 0.00% | 0.0% |
| Q1 2023 | $61,993 | +2.2% | 2,795 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $60,652 | -97.6% | 2,795 | -97.2% | 0.00% | -97.3% |
| Q4 2021 | $2,533,000 | -40.8% | 99,807 | -40.0% | 0.07% | -46.3% |
| Q3 2021 | $4,279,000 | -2.8% | 166,359 | -2.2% | 0.14% | -2.2% |
| Q2 2021 | $4,400,000 | +4.3% | 170,128 | +4.5% | 0.14% | -11.5% |
| Q1 2021 | $4,220,000 | +4.6% | 162,756 | +6.6% | 0.16% | -3.1% |
| Q4 2020 | $4,033,000 | +0.9% | 152,631 | +1.7% | 0.16% | -13.8% |
| Q3 2020 | $3,999,000 | +4246.7% | 150,119 | +4251.3% | 0.19% | +3033.3% |
| Q1 2020 | $92,000 | +300.0% | 3,450 | +289.4% | 0.01% | +200.0% |
| Q1 2018 | $23,000 | +4.5% | 886 | +5.4% | 0.00% | 0.0% |
| Q4 2017 | $22,000 | +46.7% | 841 | +50.4% | 0.00% | 0.0% |
| Q3 2017 | $15,000 | – | 559 | +9216.7% | 0.00% | – |
| Q2 2017 | $0 | – | 6 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 670,996 | $14,701,523 | 8.88% |
| Financial Engines Advisors L.L.C. | 150,211,438 | $3,291,132,604 | 8.34% |
| Tri-Star Advisors Inc. | 20,809 | $455,925 | 6.89% |
| FINANCIAL LIFE ADVISORS | 605,215 | $13,260,261 | 5.53% |
| Comprehensive Wealth Management, LLC | 283,238 | $6,205,745 | 5.38% |
| Scissortail Wealth Management, LLC | 271,188 | $5,955,281 | 4.88% |
| RETIREMENT CAPITAL STRATEGIES | 470,257 | $10,303,329 | 4.74% |
| Redwood Financial Network Corp | 185,943 | $4,074,016 | 3.82% |
| CGN Advisors LLC | 1,103,486 | $24,177,372 | 3.47% |
| Chesapeake Wealth Management | 300,975 | $6,594,361 | 2.60% |