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 | $201,490 | -92.7% | 9,687 | -92.3% | 0.00% | -92.1% |
| Q2 2023 | $2,763,333 | +336.7% | 126,122 | +342.0% | 0.04% | +322.2% |
| Q1 2023 | $632,840 | -10.0% | 28,532 | -11.9% | 0.01% | -18.2% |
| Q4 2022 | $703,102 | -74.6% | 32,401 | -74.9% | 0.01% | -77.1% |
| Q3 2022 | $2,766,750 | -32.9% | 128,986 | -28.6% | 0.05% | -37.7% |
| Q2 2022 | $4,125,000 | -66.9% | 180,528 | -65.3% | 0.08% | -62.8% |
| Q1 2022 | $12,456,000 | – | 519,861 | – | 0.21% | – |
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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% |