SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 176 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $298,802 | -29.3% | 13,757 | -28.2% | 0.02% | -30.4% |
| Q4 2023 | $422,596 | -39.8% | 19,148 | -43.3% | 0.02% | -45.2% |
| Q3 2023 | $702,187 | -48.3% | 33,759 | -45.5% | 0.04% | -48.1% |
| Q2 2023 | $1,357,631 | -16.0% | 61,964 | -14.9% | 0.08% | -20.6% |
| Q1 2023 | $1,615,746 | +73243.0% | 72,847 | -28.2% | 0.10% | -27.1% |
| Q4 2022 | $2,203 | -99.9% | 101,522 | -28.3% | 0.14% | -35.5% |
| Q3 2022 | $3,035,000 | -2.3% | 141,502 | +4.1% | 0.22% | +0.9% |
| Q2 2022 | $3,106,000 | – | 135,938 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 670,996 | $14,701,523 | 8.88% |
| Financial Engines Advisors L.L.C. | 150,211,438 | $3,291,132,604 | 8.34% |
| Tri-Star Advisors Inc. | 20,809 | $455,925 | 6.89% |
| FINANCIAL LIFE ADVISORS | 605,215 | $13,260,261 | 5.53% |
| Comprehensive Wealth Management, LLC | 283,238 | $6,205,745 | 5.38% |
| Scissortail Wealth Management, LLC | 271,188 | $5,955,281 | 4.88% |
| RETIREMENT CAPITAL STRATEGIES | 470,257 | $10,303,329 | 4.74% |
| Redwood Financial Network Corp | 185,943 | $4,074,016 | 3.82% |
| CGN Advisors LLC | 1,103,486 | $24,177,372 | 3.47% |
| Chesapeake Wealth Management | 300,975 | $6,594,361 | 2.60% |