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 | $628,596 | -5.4% | 30,221 | -0.3% | 0.01% | -13.3% |
| Q2 2023 | $664,311 | -2.0% | 30,320 | -0.8% | 0.02% | -6.2% |
| Q1 2023 | $677,865 | -3.9% | 30,562 | -6.0% | 0.02% | -11.1% |
| Q4 2022 | $705,467 | -15.6% | 32,510 | -16.5% | 0.02% | -21.7% |
| Q3 2022 | $836,000 | -6.8% | 38,957 | -0.8% | 0.02% | 0.0% |
| Q2 2022 | $897,000 | +0.7% | 39,262 | +5.6% | 0.02% | +21.1% |
| Q1 2022 | $891,000 | -39.0% | 37,191 | -35.4% | 0.02% | -34.5% |
| Q4 2021 | $1,461,000 | – | 57,554 | – | 0.03% | – |
Download | ||||||
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% |