SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 168 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 0.5%.
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 ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 690,840 | $14,369,487 | 8.87% |
| Financial Engines Advisors L.L.C. | 158,268,550 | $3,291,985,844 | 8.65% |
| Hibernia Wealth Partners, LLC | 467,769 | $9,729,586 | 7.53% |
| Tri-Star Advisors Inc. | 20,809 | $432,827 | 7.33% |
| FINANCIAL LIFE ADVISORS | 632,687 | $13,163,628 | 5.66% |
| Redwood Financial Network Corp | 177,378 | $3,689,457 | 3.91% |
| Carr Financial Group Corp | 392,172 | $8,161,108 | 3.23% |
| CGN Advisors LLC | 1,116,453 | $23,222,223 | 3.13% |
| KWB Wealth | 723,527 | $15,852,487 | 2.54% |
| Chesapeake Wealth Management | 285,828 | $5,945,222 | 2.48% |