SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 154 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| 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% |