SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 6 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
---|---|---|---|
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% |