SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 150 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
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. | 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% |