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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $342,000 | -47.5% | 10,321 | -49.7% | 0.01% | -51.9% |
| Q3 2020 | $652,000 | +65100.0% | 20,519 | +85395.8% | 0.03% | – |
| Q2 2020 | $1,000 | -99.7% | 24 | -99.8% | 0.00% | -100.0% |
| Q1 2020 | $387,000 | -57.9% | 13,583 | -55.5% | 0.02% | -45.5% |
| Q4 2019 | $920,000 | -80.1% | 30,556 | -80.1% | 0.03% | -79.9% |
| Q3 2019 | $4,616,000 | +148.3% | 153,380 | +137.3% | 0.16% | +187.7% |
| Q2 2019 | $1,859,000 | -49.6% | 64,648 | -52.5% | 0.06% | -47.2% |
| Q1 2019 | $3,691,000 | +635.3% | 136,047 | +588.1% | 0.11% | +671.4% |
| Q4 2018 | $502,000 | +1187.2% | 19,770 | +1238.5% | 0.01% | +1300.0% |
| Q3 2018 | $39,000 | – | 1,477 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 358,581 | $7,616,263 | 7.89% |
| Wayfinding Financial, LLC | 207,339 | $4,344 | 3.28% |
| Twelve Points Wealth Management LLC | 307,864 | $6,539,031 | 3.26% |
| Hedeker Wealth, LLC | 309,151 | $6,566,371 | 2.28% |
| Collaborative Wealth Managment Inc. | 155,192 | $3,296,276 | 1.97% |
| NYL Investors LLC | 1,876,350 | $39,853,674 | 1.63% |
| ROCKLAND TRUST CO | 1,240,473 | $26,347,647 | 1.59% |
| Legacy Financial Group LLC | 269,162 | $5,717,004,000 | 1.34% |
| VAN STRUM & TOWNE INC. | 80,340 | $1,706,422 | 0.72% |
| Elevated Capital Advisors, LLC | 91,394 | $1,941,211 | 0.66% |