SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 150 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,945,222 | -9.8% | 285,828 | -5.0% | 2.48% | -4.6% |
| Q2 2023 | $6,594,361 | +2.8% | 300,975 | +4.1% | 2.60% | -2.8% |
| Q1 2023 | $6,413,590 | +6.0% | 289,161 | +3.7% | 2.68% | +1.0% |
| Q4 2022 | $6,049,417 | -2.7% | 278,775 | -3.9% | 2.65% | -6.7% |
| Q3 2022 | $6,220,000 | -7.6% | 289,961 | -1.6% | 2.84% | -1.4% |
| Q2 2022 | $6,731,000 | -8.9% | 294,575 | -4.5% | 2.88% | +7.2% |
| Q1 2022 | $7,392,000 | -5.1% | 308,500 | +0.5% | 2.68% | +2.4% |
| Q4 2021 | $7,792,000 | -2.1% | 307,030 | -0.7% | 2.62% | -7.8% |
| Q3 2021 | $7,956,000 | -9.2% | 309,312 | -8.7% | 2.84% | +0.1% |
| Q2 2021 | $8,762,000 | -2.7% | 338,835 | -2.4% | 2.84% | -5.7% |
| Q1 2021 | $9,004,000 | +0.4% | 347,232 | +2.2% | 3.01% | -1.4% |
| Q4 2020 | $8,972,000 | +7.8% | 339,616 | +8.7% | 3.06% | -1.7% |
| Q3 2020 | $8,325,000 | +4.3% | 312,485 | +4.8% | 3.11% | -2.1% |
| Q2 2020 | $7,984,000 | +1.0% | 298,047 | +0.6% | 3.18% | -13.0% |
| Q1 2020 | $7,905,000 | -0.4% | 296,172 | -2.6% | 3.65% | +19.4% |
| Q4 2019 | $7,937,000 | +1.0% | 303,974 | +1.6% | 3.06% | -4.5% |
| Q3 2019 | $7,859,000 | +1.3% | 299,167 | +0.8% | 3.20% | -1.3% |
| Q2 2019 | $7,759,000 | +3.3% | 296,830 | +2.0% | 3.24% | -1.8% |
| Q1 2019 | $7,512,000 | +4.5% | 290,899 | +2.9% | 3.30% | -7.2% |
| Q4 2018 | $7,186,000 | -4.0% | 282,773 | -4.7% | 3.56% | +6.9% |
| Q3 2018 | $7,483,000 | -6.0% | 296,821 | -5.5% | 3.33% | -9.4% |
| Q2 2018 | $7,964,000 | -8.9% | 314,106 | -7.8% | 3.67% | -9.0% |
| Q1 2018 | $8,739,000 | – | 340,677 | – | 4.04% | – |
Download | ||||||
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% |