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 | $1,046,739 | +1.8% | 50,324 | +7.2% | 0.45% | +2.7% |
Q2 2023 | $1,028,521 | -3.4% | 46,943 | -2.2% | 0.44% | -16.2% |
Q1 2023 | $1,064,573 | +48.5% | 47,997 | +45.3% | 0.52% | +31.2% |
Q4 2022 | $716,708 | -9.5% | 33,028 | -10.5% | 0.40% | -23.4% |
Q3 2022 | $792,000 | -1.1% | 36,916 | +5.3% | 0.52% | -3.0% |
Q2 2022 | $801,000 | 0.0% | 35,056 | +4.9% | 0.54% | -13.9% |
Q1 2022 | $801,000 | -19.3% | 33,429 | -14.5% | 0.62% | +0.2% |
Q4 2021 | $993,000 | – | 39,118 | – | 0.62% | – |
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% |