SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 129 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $861,926 | -96.3% | 39,054 | -96.5% | 0.12% | -96.2% |
| Q3 2023 | $23,222,223 | -4.0% | 1,116,453 | +1.2% | 3.13% | -9.9% |
| Q2 2023 | $24,177,372 | +10.1% | 1,103,486 | +11.4% | 3.47% | +0.2% |
| Q1 2023 | $21,963,942 | +2474.2% | 990,259 | +2418.5% | 3.46% | +2207.3% |
| Q4 2022 | $853,218 | -83.0% | 39,319 | -83.2% | 0.15% | -88.1% |
| Q3 2022 | $5,027,000 | +23.1% | 234,349 | +31.1% | 1.26% | +9.6% |
| Q2 2022 | $4,085,000 | -29.5% | 178,794 | -26.1% | 1.15% | -20.3% |
| Q1 2022 | $5,797,000 | -4.3% | 241,963 | +1.3% | 1.44% | -8.4% |
| Q4 2021 | $6,060,000 | +4.4% | 238,772 | +5.8% | 1.58% | -16.9% |
| Q3 2021 | $5,806,000 | +9.8% | 225,750 | +10.4% | 1.90% | +13.6% |
| Q2 2021 | $5,288,000 | +4.1% | 204,481 | +4.3% | 1.67% | -8.6% |
| Q1 2021 | $5,081,000 | +39.8% | 195,961 | +42.4% | 1.83% | +25.7% |
| Q4 2020 | $3,635,000 | – | 137,590 | – | 1.45% | – |
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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% |