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 | $5,270,224 | -2.1% | 253,376 | +3.1% | 0.01% | 0.0% |
Q2 2023 | $5,383,955 | -4.6% | 245,730 | -3.4% | 0.01% | -12.5% |
Q1 2023 | $5,643,370 | -73.9% | 254,435 | -74.4% | 0.01% | -75.0% |
Q4 2022 | $21,608,669 | +4153.7% | 995,787 | +5127.8% | 0.03% | +3100.0% |
Q1 2020 | $508,000 | +108.2% | 19,048 | +103.9% | 0.00% | 0.0% |
Q4 2019 | $244,000 | +1.7% | 9,340 | -0.1% | 0.00% | 0.0% |
Q1 2018 | $240,000 | – | 9,347 | – | 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% |