SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 154 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| Financial Engines Advisors L.L.C. | 132,914,692 | $3,184,636,000 | 8.50% |
| KWB Wealth | 1,600,942 | $40,632,000 | 6.77% |
| Redwood Financial Network Corp | 186,523 | $4,469,000 | 4.14% |
| Leicht Financial Planning & Wealth Management, Inc. | 257,369 | $6,167,000 | 3.67% |
| Concord Wealth Partners | 590,711 | $14,153,000 | 3.66% |
| Values First Advisors, Inc. | 212,024 | $5,080,000 | 3.21% |
| Chesapeake Wealth Management | 308,500 | $7,392,000 | 2.68% |
| TOWNSQUARE CAPITAL LLC | 4,120,953 | $98,740,000 | 2.52% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4,726,141 | $112,645,000 | 1.52% |
| CGN Advisors LLC | 241,963 | $5,797,000 | 1.44% |