SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 158 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $239,026 | -0.4% | 11,015 | -1.5% | 0.09% | -7.5% |
| Q3 2022 | $240,000 | -5.9% | 11,181 | 0.0% | 0.09% | -2.1% |
| Q2 2022 | $255,000 | -70.4% | 11,181 | -68.9% | 0.10% | -66.2% |
| Q1 2022 | $861,000 | -11.0% | 35,937 | -5.7% | 0.28% | -10.8% |
| Q4 2021 | $967,000 | -1.2% | 38,093 | +0.0% | 0.32% | +9.0% |
| Q3 2021 | $979,000 | 0.0% | 38,082 | +0.6% | 0.29% | -0.3% |
| Q2 2021 | $979,000 | +7.3% | 37,870 | +7.6% | 0.29% | -7.1% |
| Q1 2021 | $912,000 | +27.9% | 35,182 | +30.4% | 0.31% | +21.9% |
| Q4 2020 | $713,000 | +1.0% | 26,981 | +1.7% | 0.26% | -11.7% |
| Q3 2020 | $706,000 | -2.9% | 26,519 | -2.2% | 0.29% | -27.0% |
| Q2 2020 | $727,000 | +59.1% | 27,127 | +58.4% | 0.40% | +25.2% |
| Q1 2020 | $457,000 | -6.5% | 17,131 | -8.6% | 0.32% | +31.5% |
| Q4 2019 | $489,000 | +7.9% | 18,747 | +8.7% | 0.24% | -10.1% |
| Q3 2019 | $453,000 | -29.0% | 17,254 | -29.3% | 0.27% | -32.0% |
| Q2 2019 | $638,000 | +149.2% | 24,390 | +146.2% | 0.39% | +133.1% |
| Q1 2019 | $256,000 | – | 9,906 | – | 0.17% | – |
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% |