SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 148 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $344,000 | -14.9% | 14,346 | -9.9% | 0.14% | -14.9% |
| Q4 2021 | $404,000 | +3.1% | 15,931 | +4.4% | 0.17% | -6.1% |
| Q3 2021 | $392,000 | +3.7% | 15,258 | +4.4% | 0.18% | +1.1% |
| Q2 2021 | $378,000 | -3.1% | 14,616 | -2.9% | 0.18% | -10.6% |
| Q1 2021 | $390,000 | +30.9% | 15,055 | +33.3% | 0.20% | +22.2% |
| Q4 2020 | $298,000 | – | 11,294 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 670,996 | $14,701,523 | 8.88% |
| Financial Engines Advisors L.L.C. | 150,211,438 | $3,291,132,604 | 8.34% |
| Tri-Star Advisors Inc. | 20,809 | $455,925 | 6.89% |
| FINANCIAL LIFE ADVISORS | 605,215 | $13,260,261 | 5.53% |
| Comprehensive Wealth Management, LLC | 283,238 | $6,205,745 | 5.38% |
| Scissortail Wealth Management, LLC | 271,188 | $5,955,281 | 4.88% |
| RETIREMENT CAPITAL STRATEGIES | 470,257 | $10,303,329 | 4.74% |
| Redwood Financial Network Corp | 185,943 | $4,074,016 | 3.82% |
| CGN Advisors LLC | 1,103,486 | $24,177,372 | 3.47% |
| Chesapeake Wealth Management | 300,975 | $6,594,361 | 2.60% |