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 | $432,827 | -5.1% | 20,809 | 0.0% | 7.33% | +6.4% |
| Q2 2023 | $455,925 | -1.2% | 20,809 | 0.0% | 6.89% | +1.9% |
| Q1 2023 | $461,544 | -3.0% | 20,809 | -6.7% | 6.76% | +2693.8% |
| Q3 2022 | $476,000 | -7.0% | 22,313 | +0.3% | 0.24% | -2.0% |
| Q2 2022 | $512,000 | +6.0% | 22,257 | +7.0% | 0.25% | +10.8% |
| Q1 2022 | $483,000 | -7.5% | 20,809 | 0.0% | 0.22% | +1.8% |
| Q4 2021 | $522,000 | -2.1% | 20,809 | 0.0% | 0.22% | -6.4% |
| Q3 2021 | $533,000 | -0.9% | 20,809 | 0.0% | 0.23% | -3.3% |
| Q2 2021 | $538,000 | -0.6% | 20,809 | 0.0% | 0.24% | -7.3% |
| Q1 2021 | $541,000 | -1.6% | 20,809 | 0.0% | 0.26% | -13.9% |
| Q4 2020 | $550,000 | – | 20,809 | – | 0.30% | – |
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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% |