SPDR SER TR's ticker is SPLB and the CUSIP is 78464A367. A total of 111 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 1.71 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $212,000 | -55.1% | 10,004 | -34.8% | 0.01% | -18.8% |
| Q1 2021 | $472,000 | +1.3% | 15,351 | +9.1% | 0.02% | -20.0% |
| Q4 2020 | $466,000 | -9.2% | 14,077 | -12.8% | 0.02% | -23.1% |
| Q3 2020 | $513,000 | -7.7% | 16,150 | -8.0% | 0.03% | -16.1% |
| Q2 2020 | $556,000 | +3606.7% | 17,549 | +3334.2% | 0.03% | +3000.0% |
| Q1 2020 | $15,000 | +25.0% | 511 | +26.5% | 0.00% | 0.0% |
| Q4 2019 | $12,000 | -60.0% | 404 | -59.2% | 0.00% | -50.0% |
| Q3 2019 | $30,000 | – | 989 | – | 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% |