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 | $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 ↓ |
|---|---|---|---|
| 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% |