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 | $584,938 | +4.4% | 28,122 | +10.0% | 0.24% | +10.3% |
| Q2 2023 | $560,217 | -2.0% | 25,569 | -0.8% | 0.21% | -3.2% |
| Q1 2023 | $571,800 | -3.7% | 25,780 | -5.8% | 0.22% | -10.2% |
| Q4 2022 | $593,972 | -0.3% | 27,372 | -1.6% | 0.24% | -6.8% |
| Q3 2022 | $596,000 | -18.1% | 27,806 | -12.7% | 0.26% | -18.1% |
| Q2 2022 | $728,000 | -25.4% | 31,843 | -21.8% | 0.32% | -10.6% |
| Q1 2022 | $976,000 | -21.5% | 40,722 | -16.9% | 0.36% | -18.4% |
| Q4 2021 | $1,244,000 | -13.9% | 49,033 | -12.7% | 0.44% | -20.9% |
| Q3 2021 | $1,445,000 | -67.7% | 56,176 | -67.5% | 0.56% | -60.9% |
| Q2 2021 | $4,468,000 | +7.4% | 172,792 | +7.7% | 1.42% | -3.6% |
| Q1 2021 | $4,160,000 | +11.1% | 160,436 | +13.2% | 1.48% | -5.4% |
| Q4 2020 | $3,745,000 | +4.0% | 141,767 | +4.9% | 1.56% | -10.4% |
| Q3 2020 | $3,600,000 | +11.8% | 135,127 | +12.4% | 1.74% | -7.3% |
| Q2 2020 | $3,220,000 | – | 120,179 | – | 1.88% | – |
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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% |