SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 145 filers reported holding SPDR SER TR in Q4 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 ↓ |
|---|---|---|---|
| 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% |