SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 160 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $658,925 | -5.6% | 31,679 | -0.5% | 0.16% | -4.1% |
| Q2 2023 | $697,715 | +6.3% | 31,845 | +7.6% | 0.17% | -2.3% |
| Q1 2023 | $656,231 | -26.2% | 29,587 | -27.8% | 0.17% | -37.8% |
| Q4 2022 | $889,230 | +8.8% | 40,978 | +7.6% | 0.28% | -9.7% |
| Q3 2022 | $817,000 | +123.8% | 38,069 | +138.0% | 0.31% | +116.9% |
| Q2 2022 | $365,000 | -76.2% | 15,993 | -75.0% | 0.14% | -75.4% |
| Q1 2022 | $1,535,000 | – | 64,048 | – | 0.58% | – |
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% |