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 | $307,507 | -1.4% | 14,784 | +4.3% | 0.10% | 0.0% |
| Q2 2023 | $311,823 | +2.9% | 14,176 | +3.8% | 0.10% | -3.7% |
| Q1 2023 | $302,957 | +4.5% | 13,659 | +2.2% | 0.11% | +3.9% |
| Q4 2022 | $289,890 | +23.4% | 13,359 | +32.0% | 0.10% | +12.0% |
| Q3 2022 | $235,000 | -33.4% | 10,123 | -31.6% | 0.09% | -20.0% |
| Q1 2022 | $353,000 | -26.5% | 14,801 | -22.9% | 0.12% | -31.5% |
| Q4 2021 | $480,000 | – | 19,204 | – | 0.17% | – |
Download | ||||||
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% |