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 | $302,785 | -5.1% | 14,557 | 0.0% | 0.14% | -8.1% |
| Q2 2023 | $318,944 | +42.4% | 14,557 | +44.2% | 0.15% | +37.0% |
| Q1 2023 | $223,907 | +102140.6% | 10,095 | 0.0% | 0.11% | -8.5% |
| Q4 2022 | $219 | -99.9% | 10,095 | 0.0% | 0.12% | -28.0% |
| Q3 2022 | $217,000 | -5.7% | 10,095 | 0.0% | 0.16% | -1.8% |
| Q2 2022 | $230,000 | +9.0% | 10,095 | +14.5% | 0.17% | +17.6% |
| Q1 2022 | $211,000 | -5.8% | 8,820 | 0.0% | 0.14% | -6.0% |
| Q4 2021 | $224,000 | -1.3% | 8,820 | 0.0% | 0.15% | -8.5% |
| Q3 2021 | $227,000 | – | 8,820 | – | 0.16% | – |
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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% |