SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 118 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,995,523 | -6.0% | 336,323 | -1.0% | 0.04% | -6.7% |
| Q2 2023 | $7,442,163 | +3.8% | 339,670 | +5.1% | 0.04% | -2.2% |
| Q1 2023 | $7,169,751 | +9.4% | 323,253 | +7.0% | 0.05% | -2.1% |
| Q4 2022 | $6,554,277 | +0.5% | 302,040 | -0.7% | 0.05% | -9.6% |
| Q3 2022 | $6,524,000 | -16.9% | 304,158 | -11.4% | 0.05% | -17.5% |
| Q2 2022 | $7,848,000 | -4.0% | 343,444 | +0.6% | 0.06% | +12.5% |
| Q1 2022 | $8,177,000 | +2.5% | 341,287 | +8.6% | 0.06% | 0.0% |
| Q4 2021 | $7,978,000 | +2.4% | 314,346 | +3.7% | 0.06% | -12.5% |
| Q3 2021 | $7,793,000 | +6.8% | 303,009 | +7.4% | 0.06% | 0.0% |
| Q2 2021 | $7,295,000 | +20.6% | 282,094 | +20.9% | 0.06% | +4.9% |
| Q1 2021 | $6,048,000 | +32.5% | 233,235 | +35.0% | 0.06% | +17.3% |
| Q4 2020 | $4,564,000 | +12.6% | 172,763 | +13.6% | 0.05% | -10.3% |
| Q3 2020 | $4,052,000 | +0.3% | 152,102 | +0.9% | 0.06% | -6.5% |
| Q2 2020 | $4,038,000 | +123.0% | 150,732 | +122.2% | 0.06% | +47.6% |
| Q1 2020 | $1,811,000 | +56.5% | 67,838 | +53.1% | 0.04% | +68.0% |
| Q4 2019 | $1,157,000 | +77.5% | 44,314 | +78.5% | 0.02% | +31.6% |
| Q3 2019 | $652,000 | – | 24,826 | – | 0.02% | – |
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% |