SPDR SER TR's ticker is SPBO and the CUSIP is 78464A144. A total of 106 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
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% | – |
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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% |