SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 131 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $10,000 | -89.0% | 380 | -89.2% | 0.00% | -88.2% |
| Q3 2021 | $91,000 | -99.3% | 3,512 | -99.3% | 0.02% | -99.3% |
| Q2 2021 | $12,375,000 | +38.3% | 478,435 | +38.6% | 2.32% | +18.0% |
| Q1 2021 | $8,949,000 | -44.7% | 345,254 | -43.6% | 1.96% | -52.9% |
| Q4 2020 | $16,176,000 | – | 612,256 | – | 4.17% | – |
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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% |