SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 129 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,844,979 | -3.3% | 88,701 | +1.9% | 0.15% | -2.6% |
| Q2 2023 | $1,907,193 | -3.9% | 87,047 | -2.7% | 0.15% | -8.9% |
| Q1 2023 | $1,984,977 | +100968.1% | 89,494 | -1.1% | 0.17% | -7.2% |
| Q4 2022 | $1,964 | -99.9% | 90,519 | +7.1% | 0.18% | -3.7% |
| Q3 2022 | $1,813,000 | -4.3% | 84,533 | +1.9% | 0.19% | +10.6% |
| Q2 2022 | $1,895,000 | -4.6% | 82,940 | +0.0% | 0.17% | +6.2% |
| Q1 2022 | $1,987,000 | -4.2% | 82,910 | +1.5% | 0.16% | -5.9% |
| Q4 2021 | $2,074,000 | -18.6% | 81,706 | -17.5% | 0.17% | -35.1% |
| Q3 2021 | $2,547,000 | -18.1% | 99,046 | -17.6% | 0.26% | -16.0% |
| Q2 2021 | $3,108,000 | +23.7% | 120,190 | +24.1% | 0.31% | +18.2% |
| Q1 2021 | $2,512,000 | +86.6% | 96,877 | +90.1% | 0.26% | +74.8% |
| Q4 2020 | $1,346,000 | +71.0% | 50,955 | +72.5% | 0.15% | +36.0% |
| Q3 2020 | $787,000 | -70.7% | 29,542 | -70.5% | 0.11% | -72.9% |
| Q2 2020 | $2,685,000 | -41.7% | 100,242 | -41.9% | 0.41% | -52.9% |
| Q1 2020 | $4,605,000 | – | 172,541 | – | 0.87% | – |
Download | ||||||
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% |