SPDR SER TR's ticker is SPBO and the CUSIP is 78464A144. A total of 46 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,660,859 | +7928.6% | 821,641 | +8305.5% | 0.01% | – |
| Q2 2023 | $282,253 | -76.5% | 9,775 | -76.2% | 0.00% | – |
| Q1 2023 | $1,199,894 | -12.9% | 41,022 | -17.2% | 0.00% | – |
| Q3 2022 | $1,377,000 | -25.1% | 49,568 | -20.3% | 0.00% | – |
| Q2 2022 | $1,839,000 | -54.0% | 62,199 | -50.2% | 0.00% | -100.0% |
| Q1 2022 | $4,001,000 | +52.7% | 124,986 | +66.0% | 0.00% | 0.0% |
| Q4 2021 | $2,621,000 | +337.6% | 75,305 | +341.3% | 0.00% | – |
| Q3 2021 | $599,000 | -79.2% | 17,065 | -79.0% | 0.00% | -100.0% |
| Q2 2021 | $2,874,000 | -34.4% | 81,213 | -36.2% | 0.00% | 0.0% |
| Q1 2021 | $4,384,000 | -64.4% | 127,361 | -62.6% | 0.00% | -66.7% |
| Q4 2020 | $12,328,000 | +169.8% | 340,317 | +163.9% | 0.00% | +200.0% |
| Q3 2020 | $4,569,000 | +25.0% | 128,946 | +24.2% | 0.00% | 0.0% |
| Q2 2020 | $3,656,000 | +49.3% | 103,794 | +43.3% | 0.00% | 0.0% |
| Q4 2019 | $2,449,000 | +109.3% | 72,414 | +109.3% | 0.00% | 0.0% |
| Q3 2019 | $1,170,000 | -16.1% | 34,597 | -17.9% | 0.00% | 0.0% |
| Q2 2019 | $1,395,000 | -5.4% | 42,118 | -8.4% | 0.00% | 0.0% |
| Q1 2019 | $1,474,000 | +573.1% | 45,993 | +547.8% | 0.00% | – |
| Q3 2018 | $219,000 | -88.7% | 7,100 | -88.1% | 0.00% | -100.0% |
| Q3 2017 | $1,932,000 | +11.0% | 59,698 | +11.0% | 0.00% | 0.0% |
| Q2 2017 | $1,740,000 | – | 53,795 | – | 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% |