SPDR SER TR's ticker is SPLB and the CUSIP is 78464A367. A total of 90 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $29,906 | +14.6% | 1,266 | +9.0% | 0.00% | 0.0% |
| Q4 2022 | $26,087 | -94.2% | 1,162 | -91.8% | 0.00% | -92.3% |
| Q4 2021 | $448,000 | -8.8% | 14,224 | -9.2% | 0.01% | -18.8% |
| Q3 2021 | $491,000 | -0.4% | 15,672 | +1.0% | 0.02% | 0.0% |
| Q2 2021 | $493,000 | -4.6% | 15,510 | -9.4% | 0.02% | -15.8% |
| Q1 2021 | $517,000 | -16.2% | 17,124 | -8.1% | 0.02% | -24.0% |
| Q4 2020 | $617,000 | +51.2% | 18,641 | +45.1% | 0.02% | +31.6% |
| Q3 2020 | $408,000 | +12.1% | 12,848 | +12.0% | 0.02% | -5.0% |
| Q2 2020 | $364,000 | +506.7% | 11,472 | +442.9% | 0.02% | +400.0% |
| Q1 2020 | $60,000 | +11.1% | 2,113 | +17.8% | 0.00% | +33.3% |
| Q4 2019 | $54,000 | – | 1,793 | +44725.0% | 0.00% | – |
| Q1 2018 | $0 | – | 4 | +300.0% | 0.00% | – |
| Q4 2017 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q3 2017 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q2 2017 | $0 | – | 1 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Twelve Points Wealth Management LLC | 202,711 | $4,550,858 | 3.10% |
| NYL Investors LLC | 1,859,250 | $41,740,164 | 3.00% |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 116,318 | $2,611,325 | 2.81% |
| Collaborative Wealth Managment Inc. | 84,090 | $1,887,817 | 1.24% |
| METROPOLITAN LIFE INSURANCE CO/NY | 1,000,000 | $22,450,000 | 1.00% |
| Gradient Investments LLC | 1,409,396 | $31,640,941 | 1.00% |
| FINANCIAL LIFE ADVISORS | 88,494 | $1,986,690 | 0.92% |
| Elevated Capital Advisors, LLC | 106,534 | $2,391,690 | 0.91% |
| COMPASS FINANCIAL ADVISORS LLC | 16,301 | $365,957 | 0.49% |
| Arete Wealth Advisors, LLC | 116,641 | $5,246,496,180 | 0.46% |