SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 96 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $410,817 | -15.5% | 19,751 | -11.0% | 0.02% | -13.6% |
| Q2 2023 | $486,421 | -58.6% | 22,201 | -58.1% | 0.02% | -56.9% |
| Q1 2023 | $1,175,331 | +5.4% | 52,991 | +3.1% | 0.05% | -3.8% |
| Q4 2022 | $1,115,550 | +26.5% | 51,408 | +25.1% | 0.05% | +6.0% |
| Q3 2022 | $882,000 | +138.4% | 41,105 | +154.0% | 0.05% | +127.3% |
| Q2 2022 | $370,000 | -95.7% | 16,186 | -95.2% | 0.02% | -96.1% |
| Q3 2021 | $8,616,000 | +13.5% | 334,986 | +14.1% | 0.56% | +10.8% |
| Q2 2021 | $7,590,000 | +19.7% | 293,519 | +20.0% | 0.51% | +10.7% |
| Q1 2021 | $6,343,000 | +81.4% | 244,604 | +84.8% | 0.46% | +47.6% |
| Q4 2020 | $3,497,000 | +66.0% | 132,345 | +67.3% | 0.31% | +34.6% |
| Q3 2020 | $2,107,000 | – | 79,097 | – | 0.23% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Engines Advisors L.L.C. | 132,914,692 | $3,184,636,000 | 8.50% |
| KWB Wealth | 1,600,942 | $40,632,000 | 6.77% |
| Redwood Financial Network Corp | 186,523 | $4,469,000 | 4.14% |
| Leicht Financial Planning & Wealth Management, Inc. | 257,369 | $6,167,000 | 3.67% |
| Concord Wealth Partners | 590,711 | $14,153,000 | 3.66% |
| Values First Advisors, Inc. | 212,024 | $5,080,000 | 3.21% |
| Chesapeake Wealth Management | 308,500 | $7,392,000 | 2.68% |
| TOWNSQUARE CAPITAL LLC | 4,120,953 | $98,740,000 | 2.52% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4,726,141 | $112,645,000 | 1.52% |
| CGN Advisors LLC | 241,963 | $5,797,000 | 1.44% |