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 | $25,990,005 | +8.6% | 1,250,972 | +14.6% | 1.43% | +15.5% |
| Q2 2023 | $23,923,233 | -4.4% | 1,091,886 | -3.1% | 1.24% | -7.0% |
| Q1 2023 | $25,016,537 | +11.9% | 1,127,036 | +9.4% | 1.33% | -1.9% |
| Q4 2022 | $22,355,256 | +10.3% | 1,030,196 | +9.1% | 1.36% | -3.4% |
| Q3 2022 | $20,263,000 | +78.2% | 944,671 | +89.8% | 1.41% | +63.9% |
| Q2 2022 | $11,371,000 | -29.2% | 497,620 | -25.8% | 0.86% | -33.3% |
| Q1 2022 | $16,059,000 | +36.5% | 670,222 | +44.6% | 1.29% | +37.5% |
| Q4 2021 | $11,762,000 | – | 463,419 | – | 0.94% | – |
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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% |