SPDR SER TR's ticker is SPBO and the CUSIP is 78464A144. A total of 2 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.3%.
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 ↓ |
|---|---|---|---|
| Financial Gravity Asset Management, Inc. | 85,192 | $3,087,000 | 2.83% |
| ECLECTIC ASSOCIATES INC /ADV | 60,568 | $2,194,000 | 2.08% |
| Stadion Money Management, LLC | 1,086,897 | $39,372,000 | 1.43% |
| Donald L. Hagan, LLC | 33,207 | $1,203,000 | 0.88% |
| Good Life Advisors, LLC | 99,890 | $3,621,000 | 0.85% |
| Purus Wealth Management, LLC | 14,584 | $528,000 | 0.47% |
| Moloney Securities Asset Management, LLC | 37,580 | $1,361,000 | 0.30% |
| Financial Advocates Investment Management | 71,672 | $2,596,000 | 0.18% |
| GeoWealth Management, LLC | 26,979 | $976,000 | 0.16% |
| KMG FIDUCIARY PARTNERS, LLC | 14,732 | $530,000 | 0.11% |