SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 150 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $816,587 | +2.6% | 39,259 | +8.1% | 0.00% | – |
| Q2 2023 | $796,078 | -79.3% | 36,334 | -79.0% | 0.00% | -100.0% |
| Q1 2023 | $3,838,958 | +13.4% | 173,082 | +11.0% | 0.00% | 0.0% |
| Q4 2022 | $3,384,809 | +4.9% | 155,982 | +3.7% | 0.00% | 0.0% |
| Q3 2022 | $3,228,000 | -10.3% | 150,477 | -4.5% | 0.00% | 0.0% |
| Q2 2022 | $3,599,000 | +782.1% | 157,503 | +823.6% | 0.00% | – |
| Q1 2022 | $408,000 | -7.3% | 17,054 | -1.6% | 0.00% | – |
| Q4 2021 | $440,000 | -40.1% | 17,335 | -39.3% | 0.00% | – |
| Q3 2021 | $734,000 | -0.1% | 28,535 | +0.4% | 0.00% | – |
| Q2 2021 | $735,000 | -7.9% | 28,422 | -7.7% | 0.00% | – |
| Q1 2021 | $798,000 | -25.9% | 30,779 | -24.5% | 0.00% | – |
| Q4 2020 | $1,077,000 | +82.2% | 40,754 | +83.6% | 0.00% | – |
| Q3 2020 | $591,000 | +33.4% | 22,192 | +34.2% | 0.00% | – |
| Q2 2020 | $443,000 | +89.3% | 16,532 | +89.2% | 0.00% | – |
| Q1 2020 | $234,000 | -77.6% | 8,739 | -78.2% | 0.00% | – |
| Q4 2019 | $1,045,000 | +331.8% | 40,030 | +335.3% | 0.00% | – |
| Q3 2019 | $242,000 | -6.6% | 9,196 | -7.3% | 0.00% | – |
| Q2 2019 | $259,000 | +1.2% | 9,919 | -0.1% | 0.00% | – |
| Q1 2019 | $256,000 | -84.0% | 9,929 | -84.2% | 0.00% | -100.0% |
| Q4 2018 | $1,601,000 | +515.8% | 62,994 | +510.5% | 0.00% | – |
| Q3 2018 | $260,000 | -11.9% | 10,318 | -11.3% | 0.00% | – |
| Q2 2018 | $295,000 | -37.9% | 11,631 | -37.3% | 0.00% | – |
| Q1 2018 | $475,000 | -24.6% | 18,536 | -23.4% | 0.00% | – |
| Q4 2017 | $630,000 | -32.2% | 24,194 | -31.4% | 0.00% | – |
| Q3 2017 | $929,000 | -67.4% | 35,276 | -67.5% | 0.00% | -100.0% |
| Q2 2017 | $2,851,000 | -30.3% | 108,470 | -30.2% | 0.00% | -50.0% |
| Q1 2017 | $4,089,000 | -20.0% | 155,361 | -20.1% | 0.00% | -33.3% |
| Q4 2016 | $5,110,000 | -0.2% | 194,437 | +3.2% | 0.00% | 0.0% |
| Q3 2016 | $5,120,000 | +19.9% | 188,411 | +20.1% | 0.00% | 0.0% |
| Q2 2016 | $4,272,000 | +73.4% | 156,854 | +73.1% | 0.00% | +50.0% |
| Q1 2016 | $2,464,000 | +49.4% | 90,621 | +47.4% | 0.00% | +100.0% |
| Q4 2015 | $1,649,000 | +15.1% | 61,469 | +16.2% | 0.00% | 0.0% |
| Q3 2015 | $1,433,000 | +257.4% | 52,890 | +253.7% | 0.00% | – |
| Q2 2015 | $401,000 | -77.6% | 14,953 | -77.1% | 0.00% | -100.0% |
| Q1 2015 | $1,789,000 | +674.5% | 65,169 | +667.0% | 0.00% | – |
| Q4 2014 | $231,000 | – | 8,497 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Engines Advisors L.L.C. | 132,914,692 | $3,184,636,000 | 8.50% |
| KWB Wealth | 1,600,942 | $40,632,000 | 6.77% |
| Redwood Financial Network Corp | 186,523 | $4,469,000 | 4.14% |
| Leicht Financial Planning & Wealth Management, Inc. | 257,369 | $6,167,000 | 3.67% |
| Concord Wealth Partners | 590,711 | $14,153,000 | 3.66% |
| Values First Advisors, Inc. | 212,024 | $5,080,000 | 3.21% |
| Chesapeake Wealth Management | 308,500 | $7,392,000 | 2.68% |
| TOWNSQUARE CAPITAL LLC | 4,120,953 | $98,740,000 | 2.52% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4,726,141 | $112,645,000 | 1.52% |
| CGN Advisors LLC | 241,963 | $5,797,000 | 1.44% |