SPDR SER TR's ticker is SPBO and the CUSIP is 78464A144. A total of 106 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,403,938 | +164.6% | 195,937 | +177.1% | 0.00% | +100.0% |
| Q2 2023 | $2,042,007 | +18.3% | 70,719 | +19.9% | 0.00% | 0.0% |
| Q1 2023 | $1,725,555 | +43.6% | 58,993 | +39.3% | 0.00% | 0.0% |
| Q4 2022 | $1,201,630 | +36.1% | 42,341 | +33.1% | 0.00% | 0.0% |
| Q3 2022 | $883,000 | +3.9% | 31,800 | +10.6% | 0.00% | – |
| Q2 2022 | $850,000 | -1.8% | 28,751 | +6.3% | 0.00% | – |
| Q1 2022 | $866,000 | -3.1% | 27,044 | +5.3% | 0.00% | – |
| Q4 2021 | $894,000 | +38.0% | 25,674 | +39.1% | 0.00% | – |
| Q3 2021 | $648,000 | -10.6% | 18,463 | -9.9% | 0.00% | – |
| Q2 2021 | $725,000 | +20.8% | 20,500 | +17.7% | 0.00% | – |
| Q1 2021 | $600,000 | +26.1% | 17,421 | +32.4% | 0.00% | – |
| Q4 2020 | $476,000 | – | 13,154 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RWA WEALTH PARTNERS, LLC | 10,173,663 | $280,589,626 | 6.11% |
| ST GERMAIN D J CO INC | 3,438,230 | $94,826,383 | 5.33% |
| Melone Private Wealth, LLC | 180,287 | $4,972,318 | 3.56% |
| Flaharty Asset Management, LLC | 693,692 | $19,132,035 | 3.20% |
| CX Institutional | 1,087,165 | $29,932,658 | 1.65% |
| ShoreHaven Wealth Partners, LLC | 64,833 | $1,788,094 | 1.23% |
| Financial Gravity Asset Management, Inc. | 3,871,452 | $102,384,692 | 1.13% |
| Gerber Kawasaki Wealth & Investment Management | 576,356 | $15,895,921 | 1.08% |
| IHT Wealth Management, LLC | 773,168 | $21,323,971 | 1.08% |
| Polaris Wealth Advisory Group, LLC | 472,888 | $13,042,251 | 0.99% |