SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 131 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $211,744 | -84.2% | 10,180 | -82.7% | 0.01% | -85.3% |
| Q2 2022 | $1,342,000 | -81.4% | 58,711 | -80.5% | 0.03% | -78.9% |
| Q1 2022 | $7,213,000 | -23.9% | 301,038 | -19.4% | 0.16% | -23.3% |
| Q4 2021 | $9,475,000 | +36.2% | 373,333 | +38.0% | 0.21% | +18.6% |
| Q3 2021 | $6,959,000 | +2.8% | 270,549 | +3.3% | 0.18% | +4.7% |
| Q2 2021 | $6,772,000 | -0.6% | 261,869 | -0.3% | 0.17% | -10.6% |
| Q1 2021 | $6,812,000 | -1.2% | 262,711 | +0.7% | 0.19% | -7.8% |
| Q4 2020 | $6,892,000 | +5.9% | 260,853 | +6.7% | 0.20% | -4.2% |
| Q3 2020 | $6,511,000 | +14.0% | 244,415 | +14.6% | 0.21% | +4.9% |
| Q2 2020 | $5,713,000 | – | 213,267 | – | 0.20% | – |
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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% |