SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 168 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,256,205 | -2.1% | 60,394 | +3.2% | 0.68% | +0.9% |
| Q2 2023 | $1,282,728 | -2.4% | 58,545 | -1.2% | 0.67% | -4.2% |
| Q1 2023 | $1,314,511 | +16.0% | 59,266 | +13.5% | 0.70% | +10.3% |
| Q4 2022 | $1,132,742 | -11.7% | 52,200 | -12.8% | 0.63% | -16.0% |
| Q3 2022 | $1,283,000 | -9.1% | 59,834 | -3.1% | 0.75% | -4.7% |
| Q2 2022 | $1,411,000 | -11.6% | 61,737 | -7.3% | 0.79% | -9.3% |
| Q1 2022 | $1,596,000 | +10.8% | 66,629 | +17.4% | 0.87% | +7.0% |
| Q4 2021 | $1,441,000 | -23.6% | 56,765 | -22.6% | 0.82% | -27.7% |
| Q3 2021 | $1,887,000 | -1.9% | 73,372 | -1.3% | 1.13% | -6.3% |
| Q2 2021 | $1,923,000 | +48.4% | 74,345 | +48.8% | 1.20% | +40.7% |
| Q1 2021 | $1,296,000 | +21.5% | 49,968 | +23.7% | 0.86% | +109.0% |
| Q4 2020 | $1,067,000 | – | 40,404 | – | 0.41% | – |
Download | ||||||
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% |