SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 111 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
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. | 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% |