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 | $15,080 | -56.0% | 725 | -50.0% | 0.00% | 0.0% |
| Q2 2023 | $34,245 | +86.5% | 1,450 | +100.0% | 0.00% | 0.0% |
| Q1 2023 | $18,360 | +21757.1% | 725 | -77.2% | 0.00% | -50.0% |
| Q4 2022 | $84 | -99.9% | 3,182 | -2.1% | 0.00% | 0.0% |
| Q3 2022 | $86,000 | +115.0% | 3,249 | +127.8% | 0.00% | +100.0% |
| Q2 2022 | $40,000 | -44.4% | 1,426 | -46.5% | 0.00% | 0.0% |
| Q1 2022 | $72,000 | +132.3% | 2,667 | +118.1% | 0.00% | 0.0% |
| Q4 2021 | $31,000 | 0.0% | 1,223 | +0.8% | 0.00% | 0.0% |
| Q3 2021 | $31,000 | 0.0% | 1,213 | +0.6% | 0.00% | 0.0% |
| Q2 2021 | $31,000 | -36.7% | 1,206 | -36.1% | 0.00% | 0.0% |
| Q1 2021 | $49,000 | -35.5% | 1,886 | -34.5% | 0.00% | -66.7% |
| Q4 2020 | $76,000 | 0.0% | 2,878 | +0.3% | 0.00% | -40.0% |
| Q3 2020 | $76,000 | 0.0% | 2,869 | +0.3% | 0.01% | -16.7% |
| Q2 2020 | $76,000 | +3700.0% | 2,861 | +3567.9% | 0.01% | – |
| Q4 2018 | $2,000 | +100.0% | 78 | +47.2% | 0.00% | – |
| Q3 2018 | $1,000 | 0.0% | 53 | +1.9% | 0.00% | – |
| Q2 2018 | $1,000 | -93.8% | 52 | -91.6% | 0.00% | -100.0% |
| Q1 2018 | $16,000 | 0.0% | 620 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $16,000 | 0.0% | 620 | +0.3% | 0.00% | 0.0% |
| Q3 2017 | $16,000 | +1500.0% | 618 | +1371.4% | 0.00% | – |
| Q2 2017 | $1,000 | -50.0% | 42 | -34.4% | 0.00% | – |
| Q1 2017 | $2,000 | -66.7% | 64 | -71.0% | 0.00% | – |
| Q4 2016 | $6,000 | 0.0% | 221 | +6.2% | 0.00% | – |
| Q3 2016 | $6,000 | 0.0% | 208 | +2.5% | 0.00% | – |
| Q2 2016 | $6,000 | – | 203 | – | 0.00% | – |
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% |