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 | $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 ↓ |
|---|---|---|---|
| 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% |