SPDR SER TR's ticker is SPBO and the CUSIP is 78464A144. A total of 55 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $886,396 | +18.7% | 32,139 | +24.2% | 0.10% | +19.0% |
| Q2 2023 | $747,049 | +0.2% | 25,871 | +1.5% | 0.08% | -4.5% |
| Q1 2023 | $745,759 | +13.0% | 25,495 | +9.6% | 0.09% | +6.0% |
| Q4 2022 | $660,079 | +10.4% | 23,259 | +8.1% | 0.08% | +1.2% |
| Q3 2022 | $598,000 | -4.5% | 21,522 | +1.7% | 0.08% | -1.2% |
| Q2 2022 | $626,000 | -1.9% | 21,167 | +6.2% | 0.08% | +9.2% |
| Q1 2022 | $638,000 | -8.5% | 19,936 | -0.5% | 0.08% | -8.4% |
| Q4 2021 | $697,000 | +1.9% | 20,034 | +2.8% | 0.08% | -4.6% |
| Q3 2021 | $684,000 | +8.4% | 19,484 | +9.2% | 0.09% | +4.8% |
| Q2 2021 | $631,000 | +14.1% | 17,841 | +11.1% | 0.08% | +1.2% |
| Q1 2021 | $553,000 | -10.7% | 16,059 | -6.0% | 0.08% | -16.3% |
| Q4 2020 | $619,000 | +27.6% | 17,089 | +24.9% | 0.10% | +15.3% |
| Q3 2020 | $485,000 | +5.2% | 13,677 | +4.4% | 0.08% | -1.2% |
| Q2 2020 | $461,000 | +19.1% | 13,096 | +10.5% | 0.09% | +3.6% |
| Q1 2020 | $387,000 | – | 11,854 | – | 0.08% | – |
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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% |