SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 168 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.31 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 ↓ |
|---|---|---|---|
| Financial Engines Advisors L.L.C. | 126,799,083 | $2,897,359,000 | 8.83% |
| KWB Wealth | 1,390,929 | $31,783,000 | 6.12% |
| Redwood Financial Network Corp | 206,083 | $4,709,000 | 5.14% |
| Leicht Financial Planning & Wealth Management, Inc. | 253,435 | $5,791,000 | 3.92% |
| Concord Wealth Partners | 601,254 | $13,739,000 | 3.77% |
| Chesapeake Wealth Management | 294,575 | $6,731,000 | 2.88% |
| TOWNSQUARE CAPITAL LLC | 4,075,275 | $93,120,000 | 2.64% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 5,399,160 | $122,835,000 | 1.71% |
| Values First Advisors, Inc. | 100,493 | $2,296,000 | 1.63% |
| KARLINSKI ANDREW C | 35,615 | $814,000 | 1.20% |