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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,144,258 | +256.7% | 55,012 | +275.8% | 0.17% | +249.0% |
| Q2 2023 | $320,782 | -20.8% | 14,640 | -19.9% | 0.05% | -27.9% |
| Q1 2023 | $405,147 | -38.5% | 18,266 | -39.8% | 0.07% | -42.4% |
| Q4 2022 | $658,813 | -53.1% | 30,360 | -48.2% | 0.12% | -49.4% |
| Q1 2022 | $1,404,000 | -56.1% | 58,616 | -53.5% | 0.23% | -53.8% |
| Q4 2021 | $3,197,000 | +13.4% | 125,968 | +15.0% | 0.50% | +2.9% |
| Q3 2021 | $2,818,000 | – | 109,569 | – | 0.49% | – |
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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% |