SPDR SER TR's ticker is SPLB and the CUSIP is 78464A367. A total of 111 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 1.71 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,368 | -100.0% | 64,387 | -39.7% | 0.02% | -59.6% |
| Q1 2022 | $2,967,000 | -99.9% | 106,774 | +32.8% | 0.05% | +15.6% |
| Q4 2021 | $2,530,000,000 | +114847.8% | 80,377 | +14.5% | 0.04% | +2.3% |
| Q3 2021 | $2,201,000 | +34.7% | 70,191 | +36.5% | 0.04% | +25.7% |
| Q2 2021 | $1,634,000 | +22.1% | 51,426 | +16.0% | 0.04% | +9.4% |
| Q1 2021 | $1,338,000 | +99.1% | 44,345 | +118.3% | 0.03% | +68.4% |
| Q4 2020 | $672,000 | +101.8% | 20,310 | +94.0% | 0.02% | +72.7% |
| Q3 2020 | $333,000 | +1.8% | 10,470 | +1.5% | 0.01% | -8.3% |
| Q2 2020 | $327,000 | – | 10,318 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PETERSON WEALTH MANAGEMENT | 265,798 | $8,335,000 | 6.46% |
| Stadion Money Management, LLC | 1,320,121 | $41,399,000 | 2.73% |
| HORIZON FINANCIAL SERVICES, LLC | 116,596 | $3,656,000 | 2.41% |
| Aspire Private Capital, LLC | 190,694 | $5,980,000 | 2.00% |
| Advisory Alpha, LLC | 818,187 | $25,660,000 | 1.77% |
| NYL Investors LLC | 408,650 | $12,815,000 | 1.43% |
| Elevated Capital Advisors, LLC | 128,498 | $4,030,000 | 1.39% |
| CLIENT 1ST ADVISORY GROUP, LLC | 48,682 | $1,527,000 | 0.78% |
| CFS Investment Advisory Services, LLC | 137,841 | $4,323,000 | 0.59% |
| TRUEFG, LLC | 35,689 | $1,137,000 | 0.52% |