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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |