SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 150 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,689,457 | -9.4% | 177,378 | -4.6% | 3.91% | +2.4% |
| Q2 2023 | $4,074,016 | -4.6% | 185,943 | -3.4% | 3.82% | -12.0% |
| Q1 2023 | $4,269,393 | +1.0% | 192,488 | -1.2% | 4.34% | -9.5% |
| Q4 2022 | $4,227,057 | -5.2% | 194,795 | -6.3% | 4.80% | -5.6% |
| Q3 2022 | $4,457,000 | -5.4% | 207,794 | +0.8% | 5.08% | -1.0% |
| Q2 2022 | $4,709,000 | +5.4% | 206,083 | +10.5% | 5.14% | +23.9% |
| Q1 2022 | $4,469,000 | – | 186,523 | – | 4.14% | – |
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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% |