SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 176 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $3,149 | -1.6% | 145 | 0.0% | 0.00% | – |
| Q4 2023 | $3,200 | -98.2% | 145 | -98.3% | 0.00% | – |
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 670,996 | $14,701,523 | 8.88% |
| Financial Engines Advisors L.L.C. | 150,211,438 | $3,291,132,604 | 8.34% |
| Tri-Star Advisors Inc. | 20,809 | $455,925 | 6.89% |
| FINANCIAL LIFE ADVISORS | 605,215 | $13,260,261 | 5.53% |
| Comprehensive Wealth Management, LLC | 283,238 | $6,205,745 | 5.38% |
| Scissortail Wealth Management, LLC | 271,188 | $5,955,281 | 4.88% |
| RETIREMENT CAPITAL STRATEGIES | 470,257 | $10,303,329 | 4.74% |
| Redwood Financial Network Corp | 185,943 | $4,074,016 | 3.82% |
| CGN Advisors LLC | 1,103,486 | $24,177,372 | 3.47% |
| Chesapeake Wealth Management | 300,975 | $6,594,361 | 2.60% |