SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 129 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,690,210 | -9.9% | 177,414 | -5.1% | 0.06% | -7.1% |
| Q2 2023 | $4,097,025 | +91147.8% | 186,994 | -7.6% | 0.07% | -24.7% |
| Q1 2023 | $4,490 | +75.2% | 202,420 | +71.4% | 0.09% | +32.9% |
| Q4 2022 | $2,563 | -99.9% | 118,107 | +0.0% | 0.07% | -13.6% |
| Q3 2022 | $2,533,000 | -11.8% | 118,067 | -6.0% | 0.08% | -9.0% |
| Q2 2022 | $2,871,000 | -44.2% | 125,633 | -41.5% | 0.09% | -43.3% |
| Q1 2022 | $5,145,000 | +53.2% | 214,751 | +62.3% | 0.16% | +57.0% |
| Q4 2021 | $3,358,000 | -4.2% | 132,310 | -2.9% | 0.10% | -12.3% |
| Q3 2021 | $3,505,000 | -35.4% | 136,262 | -35.0% | 0.11% | -40.6% |
| Q2 2021 | $5,423,000 | – | 209,719 | – | 0.19% | – |
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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% |