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 ↓ |
|---|---|---|---|
| Financial Engines Advisors L.L.C. | 127,757,628 | $2,740,401,000 | 8.94% |
| KWB Wealth | 1,444,175 | $30,978,000 | 6.18% |
| Redwood Financial Network Corp | 207,794 | $4,457,000 | 5.08% |
| Concord Wealth Partners | 575,275 | $12,340,000 | 3.92% |
| Leicht Financial Planning & Wealth Management, Inc. | 246,950 | $5,297,000 | 3.79% |
| Chesapeake Wealth Management | 289,961 | $6,220,000 | 2.84% |
| TOWNSQUARE CAPITAL LLC | 3,453,080 | $74,068,000 | 2.12% |
| CFS Investment Advisory Services, LLC | 183,611 | $8,462,000 | 1.95% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 5,930,511 | $126,435,000 | 1.81% |
| Values First Advisors, Inc. | 103,631 | $2,223,000 | 1.60% |