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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $550,340 | +4.2% | 19,954 | +9.1% | 0.33% | +10.8% |
| Q2 2023 | $528,191 | -8.0% | 18,292 | -6.8% | 0.30% | -6.3% |
| Q1 2023 | $574,333 | +141.3% | 19,635 | +144.0% | 0.32% | +108.6% |
| Q2 2022 | $238,000 | -53.3% | 8,048 | -49.5% | 0.15% | -47.0% |
| Q1 2022 | $510,000 | -50.9% | 15,928 | -46.6% | 0.29% | -46.5% |
| Q4 2021 | $1,038,000 | +6.1% | 29,831 | +7.0% | 0.54% | -5.3% |
| Q3 2021 | $978,000 | -31.7% | 27,874 | -31.1% | 0.57% | -32.9% |
| Q2 2021 | $1,431,000 | -3.4% | 40,439 | -6.0% | 0.84% | -13.4% |
| Q1 2021 | $1,481,000 | +23.1% | 43,033 | +29.6% | 0.97% | +10.7% |
| Q4 2020 | $1,203,000 | +77.4% | 33,207 | +73.6% | 0.88% | +63.4% |
| Q3 2020 | $678,000 | +94.3% | 19,130 | +93.1% | 0.54% | +77.6% |
| Q2 2020 | $349,000 | -13.6% | 9,905 | -16.2% | 0.30% | -16.3% |
| Q1 2020 | $404,000 | – | 11,813 | – | 0.36% | – |
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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% |