SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 158 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $45,302 | +19.9% | 2,178 | +26.3% | 0.00% | – |
| Q2 2023 | $37,773 | +26.3% | 1,724 | +27.9% | 0.00% | – |
| Q1 2023 | $29,898 | +69430.2% | 1,348 | +67300.0% | 0.00% | – |
| Q4 2022 | $43 | -99.7% | 2 | -99.7% | 0.00% | – |
| Q2 2022 | $16,000 | -70.9% | 697 | -69.8% | 0.00% | – |
| Q1 2022 | $55,000 | +2650.0% | 2,310 | +3247.8% | 0.00% | – |
| Q4 2021 | $2,000 | -94.3% | 69 | -95.0% | 0.00% | – |
| Q3 2021 | $35,000 | +16.7% | 1,370 | +19.8% | 0.00% | – |
| Q2 2021 | $30,000 | +500.0% | 1,144 | +450.0% | 0.00% | – |
| Q1 2021 | $5,000 | -54.5% | 208 | -48.1% | 0.00% | – |
| Q4 2020 | $11,000 | -15.4% | 401 | -19.0% | 0.00% | – |
| Q3 2020 | $13,000 | -43.5% | 495 | -42.5% | 0.00% | – |
| Q2 2020 | $23,000 | 0.0% | 861 | -1.8% | 0.00% | – |
| Q1 2020 | $23,000 | – | 877 | +87600.0% | 0.00% | – |
| Q1 2019 | $0 | – | 1 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Engines Advisors L.L.C. | 126,799,083 | $2,897,359,000 | 8.83% |
| KWB Wealth | 1,390,929 | $31,783,000 | 6.12% |
| Redwood Financial Network Corp | 206,083 | $4,709,000 | 5.14% |
| Leicht Financial Planning & Wealth Management, Inc. | 253,435 | $5,791,000 | 3.92% |
| Concord Wealth Partners | 601,254 | $13,739,000 | 3.77% |
| Chesapeake Wealth Management | 294,575 | $6,731,000 | 2.88% |
| TOWNSQUARE CAPITAL LLC | 4,075,275 | $93,120,000 | 2.64% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 5,399,160 | $122,835,000 | 1.71% |
| Values First Advisors, Inc. | 100,493 | $2,296,000 | 1.63% |
| KARLINSKI ANDREW C | 35,615 | $814,000 | 1.20% |