SPDR SER TR's ticker is SPBO and the CUSIP is 78464A144. A total of 91 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 7.93 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $340,202 | -16.5% | 11,631 | -19.0% | 0.04% | -17.4% |
| Q4 2022 | $407,327 | -99.9% | 14,353 | -2.4% | 0.05% | -2.1% |
| Q3 2022 | $408,693,000 | -10.9% | 14,712 | -5.1% | 0.05% | -4.1% |
| Q2 2022 | $458,613,000 | +88094.8% | 15,509 | -4.6% | 0.05% | +4.3% |
| Q1 2022 | $520,000 | -10.2% | 16,254 | -2.2% | 0.05% | +11.9% |
| Q4 2021 | $579,000 | -2.7% | 16,626 | -2.0% | 0.04% | -6.7% |
| Q3 2021 | $595,000 | -11.3% | 16,957 | -10.6% | 0.04% | -10.0% |
| Q2 2021 | $671,000 | +32.6% | 18,972 | +29.0% | 0.05% | +28.2% |
| Q1 2021 | $506,000 | – | 14,710 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RWA WEALTH PARTNERS, LLC | 10,173,663 | $280,589,626 | 6.11% |
| ST GERMAIN D J CO INC | 3,438,230 | $94,826,383 | 5.33% |
| Melone Private Wealth, LLC | 180,287 | $4,972,318 | 3.56% |
| Flaharty Asset Management, LLC | 693,692 | $19,132,035 | 3.20% |
| CX Institutional | 1,087,165 | $29,932,658 | 1.65% |
| ShoreHaven Wealth Partners, LLC | 64,833 | $1,788,094 | 1.23% |
| Financial Gravity Asset Management, Inc. | 3,871,452 | $102,384,692 | 1.13% |
| Gerber Kawasaki Wealth & Investment Management | 576,356 | $15,895,921 | 1.08% |
| IHT Wealth Management, LLC | 773,168 | $21,323,971 | 1.08% |
| Polaris Wealth Advisory Group, LLC | 472,888 | $13,042,251 | 0.99% |