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%.
| 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% |
| TOWNSQUARE CAPITAL LLC | 3,792,520 | $78,884,427 | 1.44% |
| CX Institutional | 1,250,972 | $25,990,005 | 1.43% |
| Hirtle Callaghan & Co LLC | 1,322,114 | $27,499,971 | 1.37% |
| Detalus Advisors, LLC | 114,729 | $2,386,369 | 1.12% |
| Certified Advisory Corp | 295,961 | $5,672,721 | 1.04% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 299,610 | $6,231,897 | 1.03% |
| ST GERMAIN D J CO INC | 832,237 | $17,310,530 | 0.97% |
| Stokes Family Office, LLC | 365,169 | $7,595,524 | 0.89% |
| Leading Edge Financial Planning LLC | 64,414 | $1,339,805 | 0.86% |
| GUIDANCE CAPITAL, INC | 90,372 | $1,831,847 | 0.82% |
External links
This page lists SPDR SER TR's shareholders in Q3 2023. To view SPDR SER TR's shareholder history, click here.