SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 168 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $608,005 | -17.0% | 29,231 | -12.6% | 0.36% | -11.9% |
| Q2 2023 | $732,627 | +39.1% | 33,438 | +40.9% | 0.41% | +42.4% |
| Q1 2023 | $526,531 | +110.7% | 23,739 | +106.1% | 0.29% | +84.7% |
| Q4 2022 | $249,915 | -54.6% | 11,517 | -55.1% | 0.16% | -59.8% |
| Q3 2022 | $551,000 | -22.2% | 25,668 | -17.1% | 0.39% | -13.3% |
| Q2 2022 | $708,000 | -34.4% | 30,976 | -31.3% | 0.45% | -25.8% |
| Q1 2022 | $1,080,000 | -40.2% | 45,087 | -36.6% | 0.61% | -34.8% |
| Q4 2021 | $1,805,000 | +443.7% | 71,102 | +450.5% | 0.93% | +385.4% |
| Q3 2021 | $332,000 | +5.7% | 12,915 | +6.2% | 0.19% | +3.8% |
| Q2 2021 | $314,000 | +8.7% | 12,157 | +9.2% | 0.18% | -2.6% |
| Q1 2021 | $289,000 | +5.1% | 11,131 | +6.9% | 0.19% | -5.5% |
| Q4 2020 | $275,000 | +3.0% | 10,413 | +2.2% | 0.20% | -13.4% |
| Q4 2019 | $267,000 | – | 10,184 | – | 0.23% | – |
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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% |