SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 153 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $232,732 | -38.6% | 10,789 | -38.2% | 0.01% | -45.5% |
| Q1 2024 | $379,288 | -48.4% | 17,462 | -47.6% | 0.02% | -47.6% |
| Q4 2023 | $735,731 | +114.8% | 33,336 | +102.5% | 0.04% | +82.6% |
| Q3 2023 | $342,482 | -69.2% | 16,465 | -67.6% | 0.02% | -70.9% |
| Q2 2023 | $1,112,214 | +70.1% | 50,762 | +66.6% | 0.08% | +14.5% |
| Q3 2022 | $654,000 | -60.6% | 30,476 | -58.0% | 0.07% | -54.0% |
| Q2 2022 | $1,659,000 | +1.4% | 72,615 | +6.4% | 0.15% | +12.8% |
| Q1 2022 | $1,636,000 | +255.7% | 68,266 | +276.5% | 0.13% | +303.0% |
| Q4 2021 | $460,000 | -3.4% | 18,132 | -1.9% | 0.03% | -19.5% |
| Q3 2021 | $476,000 | -27.3% | 18,492 | -26.9% | 0.04% | -29.3% |
| Q2 2021 | $655,000 | -28.8% | 25,311 | -28.7% | 0.06% | -40.8% |
| Q1 2021 | $920,000 | -25.7% | 35,476 | -24.4% | 0.10% | -42.7% |
| Q4 2020 | $1,239,000 | +17.1% | 46,911 | +18.1% | 0.17% | -33.7% |
| Q3 2020 | $1,058,000 | +202.3% | 39,714 | +203.7% | 0.26% | +141.1% |
| Q2 2020 | $350,000 | +239.8% | 13,078 | +238.5% | 0.11% | +46.6% |
| Q1 2020 | $103,000 | – | 3,863 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 670,996 | $14,701,523 | 8.88% |
| Financial Engines Advisors L.L.C. | 150,211,438 | $3,291,132,604 | 8.34% |
| Tri-Star Advisors Inc. | 20,809 | $455,925 | 6.89% |
| FINANCIAL LIFE ADVISORS | 605,215 | $13,260,261 | 5.53% |
| Comprehensive Wealth Management, LLC | 283,238 | $6,205,745 | 5.38% |
| Scissortail Wealth Management, LLC | 271,188 | $5,955,281 | 4.88% |
| RETIREMENT CAPITAL STRATEGIES | 470,257 | $10,303,329 | 4.74% |
| Redwood Financial Network Corp | 185,943 | $4,074,016 | 3.82% |
| CGN Advisors LLC | 1,103,486 | $24,177,372 | 3.47% |
| Chesapeake Wealth Management | 300,975 | $6,594,361 | 2.60% |