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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $1,804,000 | +29.6% | 52,399 | +36.4% | 0.08% | -1.2% |
| Q4 2020 | $1,392,000 | +35.4% | 38,413 | +32.3% | 0.08% | +23.5% |
| Q3 2020 | $1,028,000 | +62.7% | 29,025 | +61.6% | 0.07% | +54.5% |
| Q2 2020 | $632,000 | +16.0% | 17,958 | +7.6% | 0.04% | -15.4% |
| Q1 2020 | $545,000 | +105.7% | 16,693 | +113.3% | 0.05% | +188.9% |
| Q4 2019 | $265,000 | – | 7,826 | – | 0.02% | – |
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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% |