SPDR SER TR's ticker is SPBO and the CUSIP is 78464A144. A total of 71 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,895,921 | +1290.1% | 576,356 | +1355.3% | 1.08% | +1305.2% |
| Q2 2023 | $1,143,534 | -55.9% | 39,603 | -55.3% | 0.08% | -62.4% |
| Q1 2023 | $2,593,530 | +26.3% | 88,666 | +22.5% | 0.20% | +12.6% |
| Q4 2022 | $2,053,646 | -68.5% | 72,362 | -69.2% | 0.18% | -70.1% |
| Q3 2022 | $6,529,000 | +24.6% | 235,028 | +32.6% | 0.61% | +22.5% |
| Q2 2022 | $5,242,000 | +2229.8% | 177,297 | +14420.6% | 0.50% | +2661.1% |
| Q1 2022 | $225,000 | -6.6% | 1,221 | +3.3% | 0.02% | -5.3% |
| Q4 2021 | $241,000 | +4720.0% | 1,182 | +662.6% | 0.02% | +1800.0% |
| Q3 2021 | $5,000 | – | 155 | – | 0.00% | – |
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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% |