SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 172 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
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% | – |
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% |