SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 6 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $874,158 | +18.4% | 42,027 | +24.7% | 0.07% | +17.5% |
| Q2 2023 | $738,555 | +30.6% | 33,709 | +32.2% | 0.06% | +18.9% |
| Q1 2023 | $565,659 | +96.9% | 25,503 | +92.7% | 0.05% | +82.8% |
| Q4 2022 | $287,258 | -49.2% | 13,237 | -49.6% | 0.03% | -9.4% |
| Q3 2022 | $565,000 | +4.1% | 26,284 | +10.6% | 0.03% | +3.2% |
| Q2 2022 | $543,000 | +32.4% | 23,755 | +38.6% | 0.03% | +55.0% |
| Q1 2022 | $410,000 | +69.4% | 17,140 | +79.4% | 0.02% | -16.7% |
| Q4 2021 | $242,000 | +21.0% | 9,556 | +23.8% | 0.02% | +14.3% |
| Q2 2021 | $200,000 | -18.0% | 7,721 | -17.9% | 0.02% | -36.4% |
| Q1 2021 | $244,000 | -35.8% | 9,410 | -34.5% | 0.03% | -41.1% |
| Q4 2020 | $380,000 | -39.1% | 14,376 | -38.6% | 0.06% | -45.1% |
| Q3 2020 | $624,000 | +18.2% | 23,409 | +18.8% | 0.10% | +6.2% |
| Q2 2020 | $528,000 | – | 19,702 | – | 0.10% | – |
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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% |