SPDR SER TR's ticker is SPLB and the CUSIP is 78464A367. A total of 129 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is 1.89 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,007 | -2.9% | 89 | 0.0% | 0.00% | – |
| Q1 2024 | $2,068 | -2.3% | 89 | 0.0% | 0.00% | – |
| Q4 2023 | $2,117 | +12.0% | 89 | 0.0% | 0.00% | – |
| Q3 2023 | $1,890 | -8.7% | 89 | 0.0% | 0.00% | – |
| Q2 2023 | $2,070 | +103400.0% | 89 | 0.0% | 0.00% | – |
| Q1 2023 | $2 | 0.0% | 89 | 0.0% | 0.00% | – |
| Q4 2022 | $2 | -99.9% | 89 | 0.0% | 0.00% | – |
| Q3 2022 | $2,000 | 0.0% | 89 | 0.0% | 0.00% | – |
| Q2 2022 | $2,000 | -33.3% | 89 | -18.3% | 0.00% | – |
| Q1 2022 | $3,000 | 0.0% | 109 | +21.1% | 0.00% | – |
| Q4 2021 | $3,000 | 0.0% | 90 | 0.0% | 0.00% | – |
| Q3 2021 | $3,000 | 0.0% | 90 | 0.0% | 0.00% | – |
| Q2 2021 | $3,000 | 0.0% | 90 | 0.0% | 0.00% | – |
| Q1 2021 | $3,000 | – | 90 | +2900.0% | 0.00% | – |
| Q3 2015 | $0 | – | 3 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 276,107 | $6,521,634 | 7.23% |
| Twelve Points Wealth Management LLC | 300,468 | $7,097,046 | 4.07% |
| NYL Investors LLC | 1,863,050 | $44,005,242 | 2.68% |
| Collaborative Wealth Managment Inc. | 126,280 | $2,982,733 | 1.88% |
| Hedeker Wealth, LLC | 161,000 | $3,802,820 | 1.35% |
| METROPOLITAN LIFE INSURANCE CO/NY | 1,000,000 | $23,620,000 | 1.21% |
| Gradient Investments LLC | 1,857,785 | $43,880,878 | 1.20% |
| Econ Financial Services Corp | 62,737 | $1,481,848 | 1.12% |
| Elevated Capital Advisors, LLC | 102,574 | $2,422,797 | 0.87% |
| VAN STRUM & TOWNE INC. | 76,605 | $1,809,411 | 0.77% |