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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $42,000 | 0.0% | 1,766 | +5.8% | 0.02% | +5.3% |
| Q4 2021 | $42,000 | +16.7% | 1,669 | +20.7% | 0.02% | 0.0% |
| Q3 2021 | $36,000 | +20.0% | 1,383 | +18.3% | 0.02% | +26.7% |
| Q2 2021 | $30,000 | +15.4% | 1,169 | +15.2% | 0.02% | +7.1% |
| Q1 2021 | $26,000 | +4.0% | 1,015 | +6.8% | 0.01% | 0.0% |
| Q4 2020 | $25,000 | +25.0% | 950 | +26.5% | 0.01% | +16.7% |
| Q3 2020 | $20,000 | +5.3% | 751 | +4.2% | 0.01% | 0.0% |
| Q2 2020 | $19,000 | 0.0% | 721 | +1.0% | 0.01% | -14.3% |
| Q1 2020 | $19,000 | +137.5% | 714 | +125.2% | 0.01% | +100.0% |
| Q4 2019 | $8,000 | – | 317 | – | 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% |