SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 176 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $450,235 | +68.0% | 20,729 | +70.7% | 0.09% | +50.0% |
| Q4 2023 | $268,019 | +18.5% | 12,144 | +11.6% | 0.06% | -6.2% |
| Q3 2023 | $226,261 | +22.3% | 10,878 | +28.8% | 0.06% | +39.1% |
| Q2 2023 | $185,076 | +20.6% | 8,447 | +22.0% | 0.05% | +24.3% |
| Q1 2023 | $153,509 | +32.3% | 6,921 | +29.4% | 0.04% | +37.0% |
| Q4 2022 | $116,073 | – | 5,349 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 670,996 | $14,701,523 | 8.88% |
| Financial Engines Advisors L.L.C. | 150,211,438 | $3,291,132,604 | 8.34% |
| Tri-Star Advisors Inc. | 20,809 | $455,925 | 6.89% |
| FINANCIAL LIFE ADVISORS | 605,215 | $13,260,261 | 5.53% |
| Comprehensive Wealth Management, LLC | 283,238 | $6,205,745 | 5.38% |
| Scissortail Wealth Management, LLC | 271,188 | $5,955,281 | 4.88% |
| RETIREMENT CAPITAL STRATEGIES | 470,257 | $10,303,329 | 4.74% |
| Redwood Financial Network Corp | 185,943 | $4,074,016 | 3.82% |
| CGN Advisors LLC | 1,103,486 | $24,177,372 | 3.47% |
| Chesapeake Wealth Management | 300,975 | $6,594,361 | 2.60% |