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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,790,993 | +3.1% | 95,420 | +0.0% | 1.06% | -14.0% |
| Q4 2022 | $2,706,873 | +1.7% | 95,380 | -0.2% | 1.23% | -2.8% |
| Q3 2022 | $2,662,000 | -5.9% | 95,579 | +0.1% | 1.27% | +16.2% |
| Q2 2022 | $2,829,000 | -7.5% | 95,444 | -0.0% | 1.09% | -3.8% |
| Q1 2022 | $3,058,000 | -11.0% | 95,468 | -3.2% | 1.13% | -3.9% |
| Q4 2021 | $3,437,000 | +4.6% | 98,640 | +5.5% | 1.18% | +18.7% |
| Q3 2021 | $3,285,000 | +7.1% | 93,461 | +7.8% | 0.99% | +3.2% |
| Q2 2021 | $3,066,000 | +3988.0% | 86,710 | -61.0% | 0.96% | +1991.3% |
| Q4 2019 | $75,000 | – | 222,200 | – | 0.05% | – |
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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% |