SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 154 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,008,109 | -38.0% | 96,544 | -34.7% | 0.43% | -38.8% |
| Q2 2023 | $3,238,890 | -1.0% | 147,827 | +0.2% | 0.70% | -24.9% |
| Q1 2023 | $3,272,926 | -37.5% | 147,562 | -38.9% | 0.93% | -41.1% |
| Q4 2022 | $5,240,115 | -57.5% | 241,480 | -58.0% | 1.58% | -59.8% |
| Q3 2022 | $12,340,000 | -10.2% | 575,275 | -4.3% | 3.92% | +3.8% |
| Q2 2022 | $13,739,000 | -2.9% | 601,254 | +1.8% | 3.77% | +3.0% |
| Q1 2022 | $14,153,000 | -17.4% | 590,711 | -12.5% | 3.66% | -12.6% |
| Q4 2021 | $17,132,000 | +10.6% | 675,033 | +12.0% | 4.19% | -33.9% |
| Q3 2021 | $15,495,000 | -22.1% | 602,445 | -21.7% | 6.34% | +11.2% |
| Q2 2021 | $19,897,000 | +33.9% | 769,431 | +34.2% | 5.70% | +13.9% |
| Q1 2021 | $14,865,000 | +21760.3% | 573,291 | +22294.2% | 5.01% | +9530.8% |
| Q4 2020 | $68,000 | – | 2,560 | – | 0.05% | – |
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% |