SPDR SER TR's ticker is SPLB and the CUSIP is 78464A367. A total of 62 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,192,982 | +281.3% | 479,896 | +317.6% | 0.00% | +100.0% |
| Q2 2023 | $2,672,987 | +13.1% | 114,918 | +14.9% | 0.00% | 0.0% |
| Q1 2023 | $2,363,040 | +25.6% | 100,044 | +19.4% | 0.00% | – |
| Q4 2022 | $1,881,771 | +61.1% | 83,820 | +56.0% | 0.00% | – |
| Q3 2022 | $1,168,000 | -2.0% | 53,721 | +8.5% | 0.00% | – |
| Q2 2022 | $1,192,000 | -71.5% | 49,490 | -67.1% | 0.00% | -100.0% |
| Q1 2022 | $4,177,000 | -10.4% | 150,295 | +1.5% | 0.00% | 0.0% |
| Q4 2021 | $4,662,000 | +2.9% | 148,093 | +2.5% | 0.00% | 0.0% |
| Q3 2021 | $4,532,000 | +0.2% | 144,518 | +1.5% | 0.00% | 0.0% |
| Q2 2021 | $4,525,000 | -3.6% | 142,392 | -8.5% | 0.00% | 0.0% |
| Q1 2021 | $4,695,000 | -4.6% | 155,608 | +4.7% | 0.00% | 0.0% |
| Q4 2020 | $4,922,000 | +663.1% | 148,682 | +632.8% | 0.00% | – |
| Q3 2020 | $645,000 | +148.1% | 20,290 | +147.6% | 0.00% | – |
| Q2 2020 | $260,000 | +13.0% | 8,195 | +1.2% | 0.00% | – |
| Q1 2020 | $230,000 | -7.3% | 8,095 | -1.6% | 0.00% | – |
| Q4 2019 | $248,000 | -41.4% | 8,226 | -44.0% | 0.00% | – |
| Q2 2019 | $423,000 | -61.0% | 14,680 | -63.3% | 0.00% | – |
| Q1 2019 | $1,085,000 | -82.9% | 40,000 | -83.5% | 0.00% | -100.0% |
| Q3 2018 | $6,336,000 | – | 242,091 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PETERSON WEALTH MANAGEMENT | 224,498 | $7,431,000 | 6.03% |
| Copperleaf Capital, LLC | 183,981 | $6,090,000 | 5.20% |
| CLIENT 1ST ADVISORY GROUP, LLC | 222,127 | $7,175,000 | 4.66% |
| Spectrum Planning & Advisory Services Inc. | 100,546 | $3,328,000 | 3.58% |
| WEALTHSOURCE PARTNERS, LLC | 841,627 | $27,858,000 | 3.25% |
| NYL Investors LLC | 343,350 | $11,365,000 | 3.24% |
| Clearview Wealth Advisors LLC | 116,100 | $3,843,000 | 2.58% |
| VIVID FINANCIAL MANAGEMENT, INC. | 154,554 | $5,116,000 | 2.47% |
| Legacy Financial Group LLC | 175,247 | $5,801,000 | 2.23% |
| Horst & Graben Wealth Management LLC | 192,331 | $6,366,000 | 2.19% |