SPDR SER TR's ticker is SPLB and the CUSIP is 78464A367. A total of 101 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 21.33 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $832,418 | -40.8% | 39,192 | -35.1% | 0.00% | -50.0% |
| Q2 2023 | $1,405,346 | -9.1% | 60,419 | -7.7% | 0.00% | 0.0% |
| Q1 2023 | $1,545,764 | +5.2% | 65,443 | +0.0% | 0.00% | 0.0% |
| Q4 2022 | $1,469,090 | +216.6% | 65,438 | +206.3% | 0.00% | +100.0% |
| Q3 2022 | $464,000 | -5.7% | 21,361 | +4.5% | 0.00% | 0.0% |
| Q2 2022 | $492,000 | +38.6% | 20,432 | +59.7% | 0.00% | 0.0% |
| Q1 2022 | $355,000 | -12.1% | 12,793 | -0.3% | 0.00% | 0.0% |
| Q4 2021 | $404,000 | +8.3% | 12,827 | +7.8% | 0.00% | 0.0% |
| Q3 2021 | $373,000 | +9.4% | 11,901 | +10.8% | 0.00% | 0.0% |
| Q2 2021 | $341,000 | +93.8% | 10,742 | +84.3% | 0.00% | – |
| Q1 2021 | $176,000 | +41.9% | 5,827 | +55.5% | 0.00% | – |
| Q4 2020 | $124,000 | +6.9% | 3,747 | +3.0% | 0.00% | – |
| Q3 2020 | $116,000 | +1188.9% | 3,637 | +1213.0% | 0.00% | – |
| Q2 2020 | $9,000 | -76.3% | 277 | -78.9% | 0.00% | – |
| Q2 2019 | $38,000 | +5.6% | 1,310 | 0.0% | 0.00% | – |
| Q1 2019 | $36,000 | +9.1% | 1,310 | 0.0% | 0.00% | – |
| Q4 2018 | $33,000 | +3200.0% | 1,310 | +2573.5% | 0.00% | – |
| Q3 2018 | $1,000 | 0.0% | 49 | 0.0% | 0.00% | – |
| Q2 2018 | $1,000 | – | 49 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Twelve Points Wealth Management LLC | 202,711 | $4,550,858 | 3.10% |
| NYL Investors LLC | 1,859,250 | $41,740,164 | 3.00% |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 116,318 | $2,611,325 | 2.81% |
| Collaborative Wealth Managment Inc. | 84,090 | $1,887,817 | 1.24% |
| METROPOLITAN LIFE INSURANCE CO/NY | 1,000,000 | $22,450,000 | 1.00% |
| Gradient Investments LLC | 1,409,396 | $31,640,941 | 1.00% |
| FINANCIAL LIFE ADVISORS | 88,494 | $1,986,690 | 0.92% |
| Elevated Capital Advisors, LLC | 106,534 | $2,391,690 | 0.91% |
| COMPASS FINANCIAL ADVISORS LLC | 16,301 | $365,957 | 0.49% |
| Arete Wealth Advisors, LLC | 116,641 | $5,246,496,180 | 0.46% |