SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 168 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $179,213 | +14.8% | 8,616 | +331.4% | 0.00% | -100.0% |
| Q2 2023 | $156,105 | +4860.4% | 1,997 | +1277.2% | 0.00% | – |
| Q4 2022 | $3,147 | +4.9% | 145 | 0.0% | 0.00% | – |
| Q3 2022 | $3,000 | -50.0% | 145 | -43.8% | 0.00% | – |
| Q2 2022 | $6,000 | 0.0% | 258 | 0.0% | 0.00% | – |
| Q1 2022 | $6,000 | -95.9% | 258 | -95.6% | 0.00% | -100.0% |
| Q4 2021 | $148,000 | -96.6% | 5,848 | -96.6% | 0.00% | -98.2% |
| Q3 2021 | $4,371,000 | +205.9% | 169,933 | +207.4% | 0.06% | +243.8% |
| Q2 2021 | $1,429,000 | – | 55,272 | – | 0.02% | – |
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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% |