SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 42 filers reported holding SPDR SER TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $6,629,000 | +0.1% | 248,849 | +0.7% | 1.56% | -11.1% |
| Q2 2020 | $6,621,000 | +68.1% | 247,130 | +67.5% | 1.75% | +34.3% |
| Q1 2020 | $3,939,000 | +435.2% | 147,569 | +423.5% | 1.30% | +476.5% |
| Q4 2019 | $736,000 | +106.7% | 28,187 | +107.7% | 0.23% | +89.9% |
| Q3 2019 | $356,000 | +15.6% | 13,570 | +15.1% | 0.12% | +12.3% |
| Q2 2019 | $308,000 | +80.1% | 11,794 | +74.0% | 0.11% | +100.0% |
| Q3 2018 | $171,000 | -32.4% | 6,779 | -32.0% | 0.05% | -52.3% |
| Q2 2018 | $253,000 | -86.5% | 9,973 | -86.4% | 0.11% | -81.8% |
| Q1 2018 | $1,877,000 | +302.8% | 73,189 | +309.0% | 0.61% | +195.6% |
| Q4 2017 | $466,000 | – | 17,895 | – | 0.21% | – |
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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% |