SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 158 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $166,760 | -42.9% | 7,611 | -42.2% | 0.09% | -27.6% |
| Q1 2023 | $291,877 | -27.9% | 13,159 | -29.4% | 0.12% | -37.9% |
| Q4 2022 | $404,569 | +1.9% | 18,644 | +0.7% | 0.20% | +8.8% |
| Q3 2022 | $397,000 | +28.9% | 18,514 | +37.4% | 0.18% | +30.9% |
| Q2 2022 | $308,000 | -51.4% | 13,471 | -49.0% | 0.14% | +6.1% |
| Q1 2022 | $634,000 | +6944.4% | 26,430 | +7538.7% | 0.13% | +1355.6% |
| Q1 2020 | $9,000 | – | 346 | – | 0.01% | – |
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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% |