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 | $1,183,958 | -8.7% | 56,921 | -3.8% | 0.26% | -8.0% |
| Q2 2023 | $1,296,484 | -1.5% | 59,173 | -0.2% | 0.29% | -6.5% |
| Q1 2023 | $1,315,584 | -1.8% | 59,314 | -3.9% | 0.31% | -7.8% |
| Q4 2022 | $1,339,898 | -1.7% | 61,746 | -2.8% | 0.33% | -21.0% |
| Q3 2022 | $1,363,000 | -13.4% | 63,556 | -7.7% | 0.42% | -12.4% |
| Q2 2022 | $1,574,000 | -22.8% | 68,879 | -14.3% | 0.48% | -13.8% |
| Q4 2021 | $2,040,000 | -25.1% | 80,393 | -24.1% | 0.56% | -30.5% |
| Q3 2021 | $2,724,000 | – | 105,907 | – | 0.81% | – |
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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% |