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 | $1,178,362 | +42.0% | 56,652 | +49.6% | 0.70% | +42.3% |
| Q2 2023 | $829,965 | +7.7% | 37,881 | +9.0% | 0.49% | +1.6% |
| Q1 2023 | $770,617 | +12.2% | 34,744 | +9.8% | 0.49% | +7.8% |
| Q4 2022 | $686,844 | +1.0% | 31,652 | -0.2% | 0.45% | -6.2% |
| Q3 2022 | $680,000 | -22.7% | 31,713 | -17.6% | 0.48% | -16.8% |
| Q2 2022 | $880,000 | -15.3% | 38,508 | -5.9% | 0.58% | +1.6% |
| Q4 2021 | $1,039,000 | +2.6% | 40,927 | -3.1% | 0.57% | -2.6% |
| Q1 2021 | $1,013,000 | – | 42,258 | – | 0.58% | – |
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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% |