SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 131 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $270 | -4.9% | 13 | 0.0% | 0.00% | – |
Q2 2023 | $284 | -1.4% | 13 | 0.0% | 0.00% | – |
Q1 2023 | $288 | -100.0% | 13 | -100.0% | 0.00% | -100.0% |
Q4 2022 | $1,144,935 | -48.5% | 52,762 | -49.1% | 0.80% | -50.0% |
Q3 2022 | $2,223,000 | -3.2% | 103,631 | +3.1% | 1.60% | -2.1% |
Q2 2022 | $2,296,000 | -54.8% | 100,493 | -52.6% | 1.63% | -49.1% |
Q1 2022 | $5,080,000 | +0.9% | 212,024 | +6.9% | 3.21% | +7.6% |
Q4 2021 | $5,033,000 | +17.3% | 198,322 | +18.9% | 2.98% | +7.2% |
Q3 2021 | $4,291,000 | +10.5% | 166,829 | +11.1% | 2.78% | +5.5% |
Q2 2021 | $3,884,000 | +5.9% | 150,205 | +6.2% | 2.64% | -2.6% |
Q1 2021 | $3,666,000 | +7.0% | 141,385 | +9.0% | 2.71% | -0.9% |
Q4 2020 | $3,426,000 | -0.4% | 129,661 | +0.4% | 2.73% | -13.6% |
Q3 2020 | $3,439,000 | +10.7% | 129,102 | +11.3% | 3.16% | +2.8% |
Q2 2020 | $3,107,000 | -1.6% | 115,993 | -2.0% | 3.08% | -18.8% |
Q1 2020 | $3,157,506 | +7.2% | 118,303 | +4.9% | 3.79% | +33.3% |
Q4 2019 | $2,945,000 | – | 112,786 | – | 2.84% | – |
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% |