SPDR SER TR's ticker is SPBO and the CUSIP is 78464A144. A total of 46 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $494,306 | +47.9% | 17,923 | +54.8% | 0.00% | 0.0% |
Q2 2023 | $334,241 | +9.8% | 11,576 | +11.3% | 0.00% | 0.0% |
Q1 2023 | $304,424 | +8.0% | 10,401 | +5.1% | 0.00% | 0.0% |
Q4 2022 | $282,000 | -24.0% | 9,896 | -25.8% | 0.00% | 0.0% |
Q3 2022 | $371,000 | -12.7% | 13,338 | -6.8% | 0.00% | 0.0% |
Q2 2022 | $425,000 | +21.1% | 14,310 | +30.3% | 0.00% | 0.0% |
Q1 2022 | $351,000 | -54.7% | 10,984 | -50.6% | 0.00% | 0.0% |
Q4 2021 | $774,000 | -3.0% | 22,241 | -2.1% | 0.00% | -50.0% |
Q3 2021 | $798,000 | -21.8% | 22,725 | -21.3% | 0.00% | 0.0% |
Q2 2021 | $1,021,000 | -4.8% | 28,865 | -7.4% | 0.00% | -33.3% |
Q1 2021 | $1,073,000 | +96.9% | 31,156 | +107.0% | 0.00% | +200.0% |
Q4 2020 | $545,000 | -43.9% | 15,051 | -45.2% | 0.00% | -66.7% |
Q3 2020 | $972,000 | -0.3% | 27,445 | -0.8% | 0.00% | 0.0% |
Q2 2020 | $975,000 | +25.5% | 27,680 | +16.3% | 0.00% | 0.0% |
Q1 2020 | $777,000 | – | 23,808 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Melone Private Wealth, LLC | 162,659 | $4,791,125 | 3.66% |
Flaharty Asset Management, LLC | 635,335 | $18,583,658 | 3.32% |
ShoreHaven Wealth Partners, LLC | 121,356 | $3,549,663 | 2.49% |
IHT Wealth Management, LLC | 950,035 | $27,788,607 | 1.59% |
CX Institutional | 975,346 | $28,545,256 | 1.52% |
FINANCIAL LIFE ADVISORS | 93,763 | $2,742,568 | 1.18% |
Congress Wealth Management LLC / DE / | 1,641,630 | $48,017,709 | 1.16% |
David Kennon Inc | 74,367 | $2,175,225 | 1.06% |
Wealthstar Advisors, LLC | 95,420 | $2,790,993 | 1.06% |
Bridgeworth, LLC | 280,168 | $8,194,906 | 1.03% |