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 ↓ |
|---|---|---|---|
| Financial Engines Advisors L.L.C. | 126,799,083 | $2,897,359,000 | 8.83% |
| KWB Wealth | 1,390,929 | $31,783,000 | 6.12% |
| Redwood Financial Network Corp | 206,083 | $4,709,000 | 5.14% |
| Leicht Financial Planning & Wealth Management, Inc. | 253,435 | $5,791,000 | 3.92% |
| Concord Wealth Partners | 601,254 | $13,739,000 | 3.77% |
| Chesapeake Wealth Management | 294,575 | $6,731,000 | 2.88% |
| TOWNSQUARE CAPITAL LLC | 4,075,275 | $93,120,000 | 2.64% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 5,399,160 | $122,835,000 | 1.71% |
| Values First Advisors, Inc. | 100,493 | $2,296,000 | 1.63% |
| KARLINSKI ANDREW C | 35,615 | $814,000 | 1.20% |