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 | ||||
|---|---|---|---|---|---|---|
| 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. | 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% |