SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 42 filers reported holding SPDR SER TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $216,297 | -19.3% | 10,756 | -13.9% | 0.01% | 0.0% |
| Q2 2023 | $268,191 | +4.1% | 12,491 | +6.5% | 0.01% | 0.0% |
| Q1 2023 | $257,710 | -46.2% | 11,730 | -36.1% | 0.01% | -79.2% |
| Q4 2019 | $479,000 | -31.9% | 18,346 | -31.4% | 0.02% | -36.8% |
| Q3 2019 | $703,000 | -24.7% | 26,748 | -25.0% | 0.04% | -29.6% |
| Q2 2019 | $933,000 | -24.9% | 35,686 | -25.8% | 0.05% | -33.3% |
| Q1 2019 | $1,243,000 | -58.2% | 48,125 | -58.9% | 0.08% | -64.2% |
| Q4 2018 | $2,973,000 | – | 116,985 | – | 0.23% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Engines Advisors L.L.C. | 126,799,083 | $2,897,359,000 | 8.83% |
| KWB Wealth | 1,390,929 | $31,783,000 | 6.12% |
| Redwood Financial Network Corp | 206,083 | $4,709,000 | 5.14% |
| Leicht Financial Planning & Wealth Management, Inc. | 253,435 | $5,791,000 | 3.92% |
| Concord Wealth Partners | 601,254 | $13,739,000 | 3.77% |
| Chesapeake Wealth Management | 294,575 | $6,731,000 | 2.88% |
| TOWNSQUARE CAPITAL LLC | 4,075,275 | $93,120,000 | 2.64% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 5,399,160 | $122,835,000 | 1.71% |
| Values First Advisors, Inc. | 100,493 | $2,296,000 | 1.63% |
| KARLINSKI ANDREW C | 35,615 | $814,000 | 1.20% |