SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 145 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $343,482 | +1490.5% | 16,514 | +1574.8% | 0.01% | +1200.0% |
| Q2 2023 | $21,596 | -41.2% | 986 | -40.5% | 0.00% | 0.0% |
| Q1 2023 | $36,743 | +734760.0% | 1,657 | +614.2% | 0.00% | – |
| Q4 2022 | $5 | -99.9% | 232 | +20.8% | 0.00% | – |
| Q3 2022 | $4,000 | -94.5% | 192 | -94.0% | 0.00% | -100.0% |
| Q2 2022 | $73,000 | -12.0% | 3,186 | -8.5% | 0.00% | +50.0% |
| Q1 2022 | $83,000 | -5.7% | 3,481 | +0.7% | 0.00% | 0.0% |
| Q4 2021 | $88,000 | +12.8% | 3,457 | +14.6% | 0.00% | 0.0% |
| Q3 2021 | $78,000 | +50.0% | 3,016 | +49.0% | 0.00% | +100.0% |
| Q2 2021 | $52,000 | +57.6% | 2,024 | +59.2% | 0.00% | 0.0% |
| Q1 2021 | $33,000 | – | 1,271 | – | 0.00% | – |
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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% |