SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 150 filers reported holding SPDR SER TR in Q2 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% | – |
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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% |