SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 96 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $31,015,761 | -21.9% | 1,491,142 | -17.8% | 0.00% | -25.0% |
| Q2 2023 | $39,727,249 | +12.3% | 1,813,202 | +13.7% | 0.00% | 0.0% |
| Q1 2023 | $35,377,695 | +16.3% | 1,595,027 | +13.8% | 0.00% | +33.3% |
| Q4 2022 | $30,411,405 | +32.3% | 1,401,447 | +30.8% | 0.00% | 0.0% |
| Q3 2022 | $22,985,000 | -11.0% | 1,071,570 | -5.1% | 0.00% | 0.0% |
| Q2 2022 | $25,812,000 | +174.2% | 1,129,615 | +187.5% | 0.00% | +200.0% |
| Q1 2022 | $9,413,000 | -59.0% | 392,891 | -56.6% | 0.00% | -50.0% |
| Q4 2021 | $22,980,000 | -10.7% | 905,445 | -9.5% | 0.00% | -33.3% |
| Q3 2021 | $25,734,000 | +4.5% | 1,000,558 | +5.0% | 0.00% | 0.0% |
| Q2 2021 | $24,634,000 | -14.6% | 952,587 | -14.4% | 0.00% | 0.0% |
| Q1 2021 | $28,853,000 | +26.4% | 1,112,707 | +28.8% | 0.00% | 0.0% |
| Q4 2020 | $22,818,000 | +8.1% | 863,647 | +9.0% | 0.00% | 0.0% |
| Q3 2020 | $21,116,000 | -19.0% | 792,660 | -18.5% | 0.00% | -25.0% |
| Q2 2020 | $26,056,000 | -16.5% | 972,615 | -16.8% | 0.00% | -33.3% |
| Q1 2020 | $31,219,000 | +37.5% | 1,169,674 | +34.6% | 0.01% | +100.0% |
| Q4 2019 | $22,697,000 | +115.8% | 869,299 | +117.1% | 0.00% | +50.0% |
| Q3 2019 | $10,518,000 | +633.5% | 400,393 | +629.7% | 0.00% | – |
| Q2 2019 | $1,434,000 | -3.0% | 54,874 | -4.2% | 0.00% | – |
| Q1 2019 | $1,478,000 | +14.0% | 57,253 | +12.2% | 0.00% | – |
| Q4 2018 | $1,297,000 | +8.6% | 51,032 | +7.8% | 0.00% | – |
| Q3 2018 | $1,194,000 | -14.3% | 47,355 | -13.8% | 0.00% | – |
| Q2 2018 | $1,393,000 | +11.0% | 54,921 | +12.2% | 0.00% | – |
| Q1 2018 | $1,255,000 | -67.4% | 48,947 | -66.9% | 0.00% | -100.0% |
| Q4 2017 | $3,845,000 | +222.0% | 147,783 | +225.8% | 0.00% | – |
| Q3 2017 | $1,194,000 | -43.3% | 45,359 | -43.4% | 0.00% | – |
| Q2 2017 | $2,106,000 | +58.0% | 80,103 | +58.1% | 0.00% | – |
| Q1 2017 | $1,333,000 | -61.7% | 50,655 | -61.7% | 0.00% | -100.0% |
| Q4 2016 | $3,479,000 | +75.0% | 132,395 | +81.0% | 0.00% | – |
| Q3 2016 | $1,988,000 | -13.8% | 73,162 | -13.5% | 0.00% | -100.0% |
| Q2 2016 | $2,305,000 | -31.7% | 84,624 | -31.9% | 0.00% | 0.0% |
| Q1 2016 | $3,377,000 | +172.6% | 124,218 | +168.9% | 0.00% | – |
| Q4 2015 | $1,239,000 | +8.4% | 46,190 | +9.5% | 0.00% | – |
| Q3 2015 | $1,143,000 | +243.2% | 42,176 | +240.5% | 0.00% | – |
| Q2 2015 | $333,000 | -80.8% | 12,386 | -80.4% | 0.00% | -100.0% |
| Q1 2015 | $1,738,000 | +1920.9% | 63,310 | +1908.6% | 0.00% | – |
| Q4 2014 | $86,000 | -54.7% | 3,152 | -54.9% | 0.00% | – |
| Q3 2014 | $190,000 | +21.8% | 6,993 | +22.9% | 0.00% | – |
| Q2 2014 | $156,000 | +500.0% | 5,691 | +487.9% | 0.00% | – |
| Q1 2014 | $26,000 | -81.6% | 968 | -81.8% | 0.00% | – |
| Q4 2013 | $141,000 | +1662.5% | 5,314 | +1707.5% | 0.00% | – |
| Q3 2013 | $8,000 | -70.4% | 294 | -71.2% | 0.00% | – |
| Q2 2013 | $27,000 | – | 1,020 | – | 0.00% | – |
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% |