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 | ||||
|---|---|---|---|---|---|---|
| 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. | 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% |