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 | $249,600 | -5.1% | 12,000 | 0.0% | 0.02% | -5.0% |
Q2 2023 | $262,920 | -1.2% | 12,000 | 0.0% | 0.02% | -9.1% |
Q1 2023 | $266,160 | +2.2% | 12,000 | 0.0% | 0.02% | -4.3% |
Q4 2022 | $260,400 | +1.3% | 12,000 | 0.0% | 0.02% | -8.0% |
Q3 2022 | $257,000 | -6.2% | 12,000 | 0.0% | 0.02% | +4.2% |
Q2 2022 | $274,000 | -4.9% | 12,000 | 0.0% | 0.02% | +14.3% |
Q1 2022 | $288,000 | – | 12,000 | – | 0.02% | – |
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% |