SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 28 filers reported holding SPDR SER TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $440,523 | -17.6% | 21,179 | -13.2% | 0.04% | -8.9% |
| Q2 2023 | $534,516 | -40.5% | 24,396 | -39.7% | 0.04% | -43.0% |
| Q1 2023 | $897,957 | -46.2% | 40,485 | -46.3% | 0.08% | -48.0% |
| Q4 2022 | $1,670,022 | +494.3% | 75,328 | +474.8% | 0.15% | +424.1% |
| Q3 2022 | $281,000 | -91.3% | 13,105 | -90.8% | 0.03% | -90.8% |
| Q2 2022 | $3,245,000 | +50.2% | 142,004 | +57.5% | 0.32% | +67.6% |
| Q1 2022 | $2,160,000 | -45.3% | 90,165 | -42.0% | 0.19% | -41.1% |
| Q4 2021 | $3,948,000 | +15084.6% | 155,552 | +15455.2% | 0.32% | +15850.0% |
| Q4 2017 | $26,000 | – | 1,000 | – | 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% |