SPDR SER TR's ticker is SPBO and the CUSIP is 78464A144. A total of 60 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $945,000 | -10.3% | 34,028 | -4.2% | 0.04% | -6.8% |
| Q2 2022 | $1,053,000 | -29.0% | 35,526 | -23.7% | 0.04% | -22.8% |
| Q1 2022 | $1,483,000 | -6.4% | 46,566 | +1.4% | 0.06% | -23.0% |
| Q4 2021 | $1,585,000 | -3.9% | 45,908 | -2.3% | 0.07% | -8.6% |
| Q3 2021 | $1,650,000 | +4.3% | 46,999 | +5.0% | 0.08% | +12.5% |
| Q2 2021 | $1,582,000 | -36.4% | 44,762 | -38.2% | 0.07% | -44.6% |
| Q1 2021 | $2,488,000 | +270.2% | 72,382 | +290.0% | 0.13% | +261.1% |
| Q4 2020 | $672,000 | +62.3% | 18,560 | +58.3% | 0.04% | +5.9% |
| Q3 2020 | $414,000 | – | 11,721 | – | 0.03% | – |
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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% |