SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 190 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is 0.00 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $44,721 | +0.1% | 2,073 | +0.8% | 0.00% | 0.0% |
Q1 2024 | $44,659 | +1.5% | 2,056 | +3.1% | 0.00% | 0.0% |
Q4 2023 | $44,005 | -66.0% | 1,994 | -68.0% | 0.00% | -71.4% |
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. | 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% |