SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 118 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $13,055,500 | +0.4% | 595,869 | +1.7% | 0.55% | -9.7% |
| Q1 2023 | $12,999,587 | +8.2% | 586,094 | +5.9% | 0.61% | -1.3% |
| Q4 2022 | $12,015,142 | -3.0% | 553,694 | -4.1% | 0.61% | -11.4% |
| Q3 2022 | $12,381,000 | -6.7% | 577,183 | -0.6% | 0.69% | -4.9% |
| Q2 2022 | $13,263,000 | +79.0% | 580,434 | +88.7% | 0.73% | +68.8% |
| Q1 2022 | $7,408,000 | +225.2% | 307,563 | +243.8% | 0.43% | +206.4% |
| Q4 2021 | $2,278,000 | -6.9% | 89,465 | -5.9% | 0.14% | -16.6% |
| Q3 2021 | $2,447,000 | +24.9% | 95,120 | +25.5% | 0.17% | +16.6% |
| Q2 2021 | $1,959,000 | -5.2% | 75,766 | -4.9% | 0.14% | -27.1% |
| Q1 2021 | $2,066,000 | -54.8% | 79,668 | -53.9% | 0.20% | -57.9% |
| Q4 2020 | $4,570,000 | +7.2% | 172,992 | +8.1% | 0.47% | -9.6% |
| Q3 2020 | $4,263,000 | +31.3% | 160,036 | +32.0% | 0.52% | -1.5% |
| Q2 2020 | $3,247,000 | – | 121,219 | – | 0.53% | – |
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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% |