SPDR SER TR's ticker is SPBO and the CUSIP is 78464A144. A total of 55 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| Melone Private Wealth, LLC | 162,659 | $4,791,125 | 3.66% |
| Flaharty Asset Management, LLC | 635,335 | $18,583,658 | 3.32% |
| ShoreHaven Wealth Partners, LLC | 121,356 | $3,549,663 | 2.49% |
| IHT Wealth Management, LLC | 950,035 | $27,788,607 | 1.59% |
| CX Institutional | 975,346 | $28,545,256 | 1.52% |
| FINANCIAL LIFE ADVISORS | 93,763 | $2,742,568 | 1.18% |
| Congress Wealth Management LLC / DE / | 1,641,630 | $48,017,709 | 1.16% |
| David Kennon Inc | 74,367 | $2,175,225 | 1.06% |
| Wealthstar Advisors, LLC | 95,420 | $2,790,993 | 1.06% |
| Bridgeworth, LLC | 280,168 | $8,194,906 | 1.03% |