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 | $428,317 | +1.4% | 15,530 | +6.2% | 0.02% | +6.2% |
| Q2 2023 | $422,438 | +36.3% | 14,630 | +38.1% | 0.02% | +23.1% |
| Q1 2023 | $309,932 | -21.4% | 10,596 | -23.7% | 0.01% | -35.0% |
| Q4 2022 | $394,368 | +34.1% | 13,896 | +31.1% | 0.02% | +33.3% |
| Q3 2022 | $294,000 | -59.9% | 10,596 | -57.3% | 0.02% | -59.5% |
| Q2 2022 | $734,000 | -12.9% | 24,830 | -5.7% | 0.04% | +5.7% |
| Q1 2022 | $843,000 | -12.1% | 26,330 | -4.4% | 0.04% | -14.6% |
| Q4 2021 | $959,000 | +20.2% | 27,530 | +21.1% | 0.04% | +2.5% |
| Q3 2021 | $798,000 | +50.0% | 22,730 | +51.2% | 0.04% | +48.1% |
| Q2 2021 | $532,000 | +2.3% | 15,030 | -0.5% | 0.03% | -12.9% |
| Q1 2021 | $520,000 | +6.3% | 15,100 | +11.9% | 0.03% | -8.8% |
| Q4 2020 | $489,000 | +2.3% | 13,500 | 0.0% | 0.03% | -81.4% |
| Q3 2020 | $478,000 | +84.6% | 13,500 | +83.7% | 0.18% | +695.7% |
| Q2 2020 | $259,000 | – | 7,350 | – | 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% |