SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 145 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $8,000 | 0.0% | 357 | +0.8% | 0.01% | +25.0% |
| Q2 2022 | $8,000 | 0.0% | 354 | +0.6% | 0.00% | +33.3% |
| Q1 2022 | $8,000 | -11.1% | 352 | +0.6% | 0.00% | -25.0% |
| Q4 2021 | $9,000 | 0.0% | 350 | +0.6% | 0.00% | -20.0% |
| Q3 2021 | $9,000 | 0.0% | 348 | +0.9% | 0.01% | 0.0% |
| Q2 2021 | $9,000 | 0.0% | 345 | +0.6% | 0.01% | -16.7% |
| Q1 2021 | $9,000 | 0.0% | 343 | +0.3% | 0.01% | -14.3% |
| Q4 2020 | $9,000 | 0.0% | 342 | +0.6% | 0.01% | -12.5% |
| Q3 2020 | $9,000 | – | 340 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Engines Advisors L.L.C. | 132,914,692 | $3,184,636,000 | 8.50% |
| KWB Wealth | 1,600,942 | $40,632,000 | 6.77% |
| Redwood Financial Network Corp | 186,523 | $4,469,000 | 4.14% |
| Leicht Financial Planning & Wealth Management, Inc. | 257,369 | $6,167,000 | 3.67% |
| Concord Wealth Partners | 590,711 | $14,153,000 | 3.66% |
| Values First Advisors, Inc. | 212,024 | $5,080,000 | 3.21% |
| Chesapeake Wealth Management | 308,500 | $7,392,000 | 2.68% |
| TOWNSQUARE CAPITAL LLC | 4,120,953 | $98,740,000 | 2.52% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4,726,141 | $112,645,000 | 1.52% |
| CGN Advisors LLC | 241,963 | $5,797,000 | 1.44% |