SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 150 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $855 | -31.6% | 41,098 | -27.9% | 0.01% | -28.6% |
| Q2 2023 | $1,250 | +51.9% | 57,040 | +53.8% | 0.01% | +16.7% |
| Q1 2023 | $823 | +0.1% | 37,092 | -2.1% | 0.01% | +20.0% |
| Q4 2022 | $822 | -99.9% | 37,884 | +25.5% | 0.01% | 0.0% |
| Q3 2022 | $647,000 | -7.7% | 30,186 | -1.6% | 0.01% | 0.0% |
| Q2 2022 | $701,000 | -2.0% | 30,671 | +2.7% | 0.01% | 0.0% |
| Q1 2022 | $715,000 | -11.7% | 29,852 | -6.4% | 0.01% | -16.7% |
| Q4 2021 | $810,000 | +3.2% | 31,909 | +4.6% | 0.01% | 0.0% |
| Q3 2021 | $785,000 | +1.6% | 30,514 | +2.1% | 0.01% | 0.0% |
| Q2 2021 | $773,000 | -21.8% | 29,885 | -21.6% | 0.01% | -33.3% |
| Q1 2021 | $988,000 | +13.4% | 38,119 | +15.7% | 0.01% | 0.0% |
| Q4 2020 | $871,000 | +151.0% | 32,953 | +152.8% | 0.01% | +125.0% |
| Q3 2020 | $347,000 | – | 13,036 | – | 0.00% | – |
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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% |