SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 111 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $129,590 | +12.7% | 6,230 | +18.7% | 0.01% | -6.7% |
| Q2 2023 | $115,023 | -20.3% | 5,250 | -19.3% | 0.02% | -6.2% |
| Q1 2023 | $144,255 | -56.6% | 6,504 | -57.5% | 0.02% | -57.9% |
| Q4 2022 | $332,242 | -60.6% | 15,311 | -61.1% | 0.04% | -59.6% |
| Q3 2022 | $843,000 | -24.5% | 39,316 | -19.5% | 0.09% | -19.7% |
| Q2 2022 | $1,116,000 | -37.9% | 48,854 | -34.8% | 0.12% | -30.8% |
| Q1 2022 | $1,796,000 | -26.9% | 74,962 | -22.5% | 0.17% | -24.9% |
| Q4 2021 | $2,456,000 | -13.4% | 96,751 | -12.3% | 0.22% | -15.4% |
| Q3 2021 | $2,837,000 | -1.1% | 110,300 | -0.6% | 0.27% | -1.1% |
| Q2 2021 | $2,870,000 | -2.5% | 110,965 | -2.2% | 0.27% | -12.1% |
| Q1 2021 | $2,943,000 | -5.8% | 113,486 | -4.0% | 0.31% | -13.8% |
| Q4 2020 | $3,124,000 | -32.7% | 118,226 | -32.2% | 0.36% | -44.0% |
| Q3 2020 | $4,643,000 | -13.4% | 174,301 | -12.9% | 0.63% | -19.7% |
| Q2 2020 | $5,363,000 | -5.6% | 200,180 | -6.0% | 0.79% | -20.5% |
| Q1 2020 | $5,684,000 | -3.9% | 212,955 | -6.0% | 0.99% | -0.1% |
| Q4 2019 | $5,912,000 | -2.7% | 226,440 | -2.1% | 1.00% | -9.7% |
| Q3 2019 | $6,078,000 | -0.3% | 231,350 | -0.8% | 1.10% | -2.9% |
| Q2 2019 | $6,098,000 | +0.3% | 233,280 | -0.9% | 1.14% | -4.4% |
| Q1 2019 | $6,080,000 | +4.6% | 235,445 | +3.0% | 1.19% | -10.8% |
| Q4 2018 | $5,811,000 | +37.0% | 228,677 | +35.9% | 1.33% | +37.8% |
| Q3 2018 | $4,242,000 | -3.5% | 168,255 | -2.9% | 0.96% | -18.3% |
| Q2 2018 | $4,395,000 | +2.1% | 173,315 | +3.2% | 1.18% | -4.8% |
| Q1 2018 | $4,306,000 | -2.9% | 167,862 | -1.5% | 1.24% | +6.6% |
| Q4 2017 | $4,433,000 | +6.5% | 170,365 | +7.8% | 1.16% | +0.3% |
| Q3 2017 | $4,161,000 | +11.0% | 158,049 | +10.9% | 1.16% | +3.9% |
| Q2 2017 | $3,748,000 | +8.1% | 142,574 | +8.3% | 1.12% | +4.4% |
| Q1 2017 | $3,466,000 | – | 131,703 | – | 1.07% | – |
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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% |