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 | $52,220,626 | +0.5% | 2,510,607 | +5.9% | 0.00% | 0.0% |
| Q2 2023 | $51,961,997 | +26.7% | 2,371,611 | +28.3% | 0.00% | +50.0% |
| Q1 2023 | $41,007,249 | -51.3% | 1,848,839 | -52.3% | 0.00% | 0.0% |
| Q4 2022 | $84,128,340 | +152.6% | 3,876,882 | +149.7% | 0.00% | 0.0% |
| Q3 2022 | $33,302,000 | +10.5% | 1,552,562 | +17.7% | 0.00% | 0.0% |
| Q2 2022 | $30,136,000 | +18.6% | 1,318,878 | +24.4% | 0.00% | +100.0% |
| Q1 2022 | $25,400,000 | -13.4% | 1,060,086 | -8.3% | 0.00% | 0.0% |
| Q4 2021 | $29,334,000 | +15.0% | 1,155,794 | +16.5% | 0.00% | 0.0% |
| Q3 2021 | $25,508,000 | +1.3% | 991,759 | +1.9% | 0.00% | 0.0% |
| Q2 2021 | $25,170,000 | +45.9% | 973,311 | +46.3% | 0.00% | 0.0% |
| Q1 2021 | $17,252,000 | -9.7% | 665,337 | -7.9% | 0.00% | 0.0% |
| Q4 2020 | $19,096,000 | +4.4% | 722,786 | +5.3% | 0.00% | 0.0% |
| Q3 2020 | $18,293,000 | +18.0% | 686,686 | +18.6% | 0.00% | 0.0% |
| Q2 2020 | $15,507,000 | +44.9% | 578,818 | +44.4% | 0.00% | 0.0% |
| Q1 2020 | $10,702,000 | +31.0% | 400,957 | +28.1% | 0.00% | 0.0% |
| Q4 2019 | $8,172,000 | +99.1% | 312,979 | +100.3% | 0.00% | – |
| Q3 2019 | $4,104,000 | +15.3% | 156,220 | +14.7% | 0.00% | – |
| Q2 2019 | $3,560,000 | – | 136,205 | – | 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% |