SPDR SER TR's ticker is SPBO and the CUSIP is 78464A144. A total of 13 filers reported holding SPDR SER TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $2,029,000 | -41.7% | 59,999 | -45.7% | 0.08% | -61.8% |
| Q1 2018 | $3,481,000 | +27.1% | 110,427 | +30.1% | 0.20% | +13.3% |
| Q4 2017 | $2,738,000 | +3.1% | 84,910 | +3.7% | 0.18% | -11.3% |
| Q3 2017 | $2,656,000 | +4.8% | 81,849 | +4.5% | 0.20% | -11.4% |
| Q2 2017 | $2,534,000 | +5.7% | 78,317 | +4.2% | 0.23% | -13.3% |
| Q1 2017 | $2,398,000 | +19.6% | 75,129 | +18.3% | 0.26% | -1.9% |
| Q4 2016 | $2,005,000 | +10.6% | 63,533 | +15.5% | 0.27% | 0.0% |
| Q3 2016 | $1,813,000 | -3.3% | 55,003 | -4.0% | 0.27% | -15.4% |
| Q2 2016 | $1,874,000 | +77.1% | 57,307 | +72.5% | 0.32% | +73.8% |
| Q1 2016 | $1,058,000 | – | 33,222 | – | 0.18% | – |
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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% |