SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 129 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,443,534 | +132.9% | 69,401 | +145.4% | 0.01% | -28.6% |
| Q2 2023 | $619,715 | -95.2% | 28,285 | -95.2% | 0.01% | -95.4% |
| Q1 2023 | $13,038,928 | -89.3% | 587,869 | -89.2% | 0.15% | -90.3% |
| Q4 2022 | $122,037,396 | -3.5% | 5,457,844 | -8.0% | 1.57% | -13.2% |
| Q3 2022 | $126,435,000 | +2.9% | 5,930,511 | +9.8% | 1.81% | +5.6% |
| Q2 2022 | $122,835,000 | +9.0% | 5,399,160 | +14.2% | 1.71% | +12.8% |
| Q1 2022 | $112,645,000 | -6.2% | 4,726,141 | -1.9% | 1.52% | -11.9% |
| Q4 2021 | $120,135,000 | +4.2% | 4,819,358 | +6.9% | 1.72% | +1.5% |
| Q3 2021 | $115,256,000 | +45.7% | 4,509,221 | +47.4% | 1.70% | +33.3% |
| Q2 2021 | $79,125,000 | +4.4% | 3,058,558 | +4.7% | 1.28% | -7.4% |
| Q1 2021 | $75,817,000 | +12.6% | 2,920,540 | +14.6% | 1.38% | -9.5% |
| Q4 2020 | $67,310,000 | +11.4% | 2,548,638 | +12.1% | 1.52% | -3.9% |
| Q3 2020 | $60,444,000 | +23.3% | 2,273,182 | +24.0% | 1.58% | +12.5% |
| Q2 2020 | $49,038,000 | +26.5% | 1,833,867 | +26.7% | 1.41% | +1.7% |
| Q1 2020 | $38,776,000 | +27.3% | 1,447,940 | +24.1% | 1.38% | +28.7% |
| Q4 2019 | $30,454,000 | +9.9% | 1,166,334 | +10.2% | 1.08% | -3.8% |
| Q3 2019 | $27,705,000 | +7.4% | 1,058,438 | +7.0% | 1.12% | -1.8% |
| Q2 2019 | $25,803,000 | +34.7% | 989,398 | +32.7% | 1.14% | +5.2% |
| Q1 2019 | $19,149,000 | – | 745,673 | – | 1.08% | – |
Download | ||||||
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% |