SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 87 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,377,107 | +1252.0% | 156,565 | +1261.6% | 0.00% | – |
| Q1 2024 | $249,779 | -4.1% | 11,499 | -8.1% | 0.00% | – |
| Q3 2023 | $260,333 | +0.5% | 12,516 | +24.8% | 0.00% | – |
| Q2 2021 | $259,000 | -63.6% | 10,032 | -62.8% | 0.00% | -100.0% |
| Q4 2020 | $712,000 | +25.8% | 26,949 | +26.9% | 0.00% | – |
| Q3 2020 | $566,000 | -22.9% | 21,235 | -22.5% | 0.00% | -100.0% |
| Q2 2020 | $734,000 | +10.7% | 27,411 | +10.4% | 0.00% | 0.0% |
| Q1 2020 | $663,000 | +12.2% | 24,833 | +9.7% | 0.00% | 0.0% |
| Q4 2019 | $591,000 | -10.2% | 22,642 | -9.6% | 0.00% | 0.0% |
| Q3 2019 | $658,000 | +12.1% | 25,050 | +11.5% | 0.00% | 0.0% |
| Q2 2019 | $587,000 | -69.6% | 22,461 | -70.3% | 0.00% | 0.0% |
| Q1 2019 | $1,934,000 | +95.0% | 75,510 | +93.4% | 0.00% | 0.0% |
| Q4 2018 | $992,000 | +11.0% | 39,050 | +10.1% | 0.00% | 0.0% |
| Q3 2018 | $894,000 | -56.4% | 35,460 | -56.2% | 0.00% | -66.7% |
| Q2 2018 | $2,051,000 | +0.3% | 80,893 | +1.5% | 0.00% | 0.0% |
| Q1 2018 | $2,044,000 | -3.9% | 79,676 | -2.5% | 0.00% | 0.0% |
| Q4 2017 | $2,126,000 | -15.3% | 81,704 | -14.3% | 0.00% | -25.0% |
| Q3 2017 | $2,511,000 | -2.8% | 95,371 | -2.9% | 0.00% | 0.0% |
| Q2 2017 | $2,583,000 | -0.4% | 98,244 | -0.3% | 0.00% | 0.0% |
| Q1 2017 | $2,594,000 | +0.2% | 98,563 | +0.1% | 0.00% | -20.0% |
| Q4 2016 | $2,589,000 | +141.7% | 98,504 | +150.0% | 0.01% | +150.0% |
| Q3 2016 | $1,071,000 | -6.8% | 39,408 | -6.7% | 0.00% | 0.0% |
| Q2 2016 | $1,149,000 | -3.0% | 42,225 | -3.1% | 0.00% | 0.0% |
| Q1 2016 | $1,184,000 | -12.6% | 43,573 | -13.7% | 0.00% | -33.3% |
| Q4 2015 | $1,355,000 | – | 50,507 | – | 0.00% | – |
Download | ||||||
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% |