SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 129 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $30,784,940 | +0.5% | 1,480,313 | +5.9% | 0.01% | 0.0% |
| Q2 2023 | $30,628,458 | +0.8% | 1,398,325 | +2.1% | 0.01% | 0.0% |
| Q1 2023 | $30,371,519 | -19.0% | 1,370,048 | -20.7% | 0.01% | -23.1% |
| Q4 2022 | $37,477,000 | +300.6% | 1,727,286 | +296.1% | 0.01% | +333.3% |
| Q3 2022 | $9,356,000 | +0.9% | 436,125 | +7.4% | 0.00% | 0.0% |
| Q2 2022 | $9,277,000 | +16.3% | 405,933 | +21.6% | 0.00% | +50.0% |
| Q1 2022 | $7,979,000 | -4.4% | 333,749 | +1.5% | 0.00% | 0.0% |
| Q4 2021 | $8,343,000 | +3.5% | 328,727 | +4.9% | 0.00% | -33.3% |
| Q3 2021 | $8,064,000 | -27.2% | 313,429 | -26.9% | 0.00% | 0.0% |
| Q2 2021 | $11,083,000 | +66.8% | 428,705 | +67.1% | 0.00% | +50.0% |
| Q1 2021 | $6,646,000 | +203.2% | 256,588 | +209.3% | 0.00% | +100.0% |
| Q4 2020 | $2,192,000 | +711.9% | 82,971 | +708.4% | 0.00% | – |
| Q3 2017 | $270,000 | -23.7% | 10,264 | -23.7% | 0.00% | – |
| Q1 2017 | $354,000 | 0.0% | 13,447 | -0.1% | 0.00% | – |
| Q4 2016 | $354,000 | -8.3% | 13,463 | -5.3% | 0.00% | – |
| Q3 2016 | $386,000 | -6.1% | 14,222 | -5.8% | 0.00% | – |
| Q2 2016 | $411,000 | +13600.0% | 15,091 | +13873.1% | 0.00% | – |
| Q3 2014 | $3,000 | – | 108 | – | 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% |