SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 153 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,156,590 | +0.7% | 285,424 | +1.4% | 0.14% | -5.2% |
| Q1 2024 | $6,114,641 | -1.5% | 281,521 | +0.1% | 0.15% | -17.3% |
| Q4 2023 | $6,208,356 | +6.5% | 281,303 | +0.4% | 0.18% | -11.5% |
| Q3 2023 | $5,828,447 | +11.3% | 280,214 | +17.3% | 0.21% | +2.0% |
| Q2 2023 | $5,235,759 | +0.0% | 238,967 | +1.3% | 0.20% | -6.8% |
| Q1 2023 | $5,233,467 | -0.6% | 235,954 | -2.8% | 0.22% | -3.9% |
| Q4 2022 | $5,266,325 | +3.6% | 242,688 | +2.4% | 0.23% | -5.0% |
| Q3 2022 | $5,085,000 | -6.2% | 237,047 | -0.1% | 0.24% | -6.9% |
| Q2 2022 | $5,422,000 | -5.4% | 237,277 | -0.8% | 0.26% | +2.8% |
| Q1 2022 | $5,729,960 | -8.1% | 239,147 | -2.6% | 0.25% | -2.7% |
| Q4 2021 | $6,232,000 | -0.8% | 245,565 | +0.5% | 0.26% | -13.1% |
| Q3 2021 | $6,282,000 | +407.0% | 244,259 | +408.3% | 0.30% | +388.5% |
| Q2 2021 | $1,239,000 | +15.0% | 48,054 | +15.6% | 0.06% | 0.0% |
| Q1 2021 | $1,077,000 | +7.8% | 41,583 | +10.0% | 0.06% | -15.3% |
| Q4 2020 | $999,000 | +24.4% | 37,811 | +25.5% | 0.07% | 0.0% |
| Q3 2020 | $803,000 | +14.9% | 30,139 | +15.5% | 0.07% | +2.9% |
| Q2 2020 | $699,000 | +3.7% | 26,091 | +3.3% | 0.07% | -23.1% |
| Q1 2020 | $674,000 | +33.2% | 25,254 | +30.4% | 0.09% | +44.4% |
| Q4 2019 | $506,000 | +42.5% | 19,368 | +43.5% | 0.06% | +12.5% |
| Q3 2019 | $355,000 | +15.6% | 13,500 | +14.9% | 0.06% | +7.7% |
| Q2 2019 | $307,000 | – | 11,749 | – | 0.05% | – |
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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% |