SPDR SER TR's ticker is SPBO and the CUSIP is 78464A144. A total of 60 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $4,707 | -83.0% | 163 | -82.8% | 0.00% | – |
| Q1 2023 | $27,642 | -80.9% | 945 | -81.8% | 0.00% | – |
| Q3 2022 | $145,000 | +72.6% | 5,202 | +82.8% | 0.00% | – |
| Q2 2022 | $84,000 | +25.4% | 2,845 | +48.3% | 0.00% | – |
| Q4 2021 | $67,000 | +91.4% | 1,918 | +94.9% | 0.00% | – |
| Q3 2021 | $35,000 | +288.9% | 984 | +250.2% | 0.00% | – |
| Q1 2020 | $9,000 | -91.1% | 281 | -91.5% | 0.00% | – |
| Q4 2018 | $101,000 | +48.5% | 3,304 | +50.6% | 0.00% | – |
| Q3 2018 | $68,000 | -38.2% | 2,194 | -38.0% | 0.00% | – |
| Q2 2018 | $110,000 | +86.4% | 3,539 | +90.7% | 0.00% | – |
| Q1 2017 | $59,000 | -84.6% | 1,856 | -84.8% | 0.00% | – |
| Q4 2016 | $384,000 | +4700.0% | 12,185 | +4893.9% | 0.00% | – |
| Q3 2016 | $8,000 | +300.0% | 244 | +253.6% | 0.00% | – |
| Q4 2015 | $2,000 | 0.0% | 69 | 0.0% | 0.00% | – |
| Q3 2015 | $2,000 | -50.0% | 69 | -47.3% | 0.00% | – |
| Q2 2015 | $4,000 | -99.7% | 131 | -99.6% | 0.00% | -100.0% |
| Q1 2015 | $1,221,000 | -0.1% | 37,143 | -1.5% | 0.00% | 0.0% |
| Q4 2014 | $1,222,000 | – | 37,705 | – | 0.00% | – |
Download | ||||||
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% |