SPDR SER TR's ticker is SPLB and the CUSIP is 78464A367. A total of 124 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $236,660 | +17.5% | 11,142 | +28.7% | 0.01% | +12.5% |
| Q2 2023 | $201,408 | -35.4% | 8,659 | -12.7% | 0.01% | -52.9% |
| Q4 2021 | $312,000 | -15.2% | 9,923 | -15.4% | 0.02% | -22.7% |
| Q3 2021 | $368,000 | -11.1% | 11,731 | -10.0% | 0.02% | -12.0% |
| Q2 2021 | $414,000 | -35.2% | 13,028 | -38.5% | 0.02% | -43.2% |
| Q1 2021 | $639,000 | -42.3% | 21,175 | -36.7% | 0.04% | -46.3% |
| Q4 2020 | $1,108,000 | +61.8% | 33,465 | +55.3% | 0.08% | +39.0% |
| Q3 2020 | $685,000 | +29.5% | 21,547 | +29.1% | 0.06% | +13.5% |
| Q2 2020 | $529,000 | -75.3% | 16,684 | -77.8% | 0.05% | -82.1% |
| Q1 2020 | $2,139,000 | -13.7% | 75,146 | -8.7% | 0.29% | +9.8% |
| Q4 2019 | $2,479,000 | +0.8% | 82,335 | +0.7% | 0.26% | -18.8% |
| Q3 2019 | $2,460,000 | -3.4% | 81,766 | -7.7% | 0.32% | -1.8% |
| Q2 2019 | $2,547,000 | – | 88,605 | – | 0.33% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PETERSON WEALTH MANAGEMENT | 265,798 | $8,335,000 | 6.46% |
| Stadion Money Management, LLC | 1,320,121 | $41,399,000 | 2.73% |
| HORIZON FINANCIAL SERVICES, LLC | 116,596 | $3,656,000 | 2.41% |
| Aspire Private Capital, LLC | 190,694 | $5,980,000 | 2.00% |
| Advisory Alpha, LLC | 818,187 | $25,660,000 | 1.77% |
| NYL Investors LLC | 408,650 | $12,815,000 | 1.43% |
| Elevated Capital Advisors, LLC | 128,498 | $4,030,000 | 1.39% |
| CLIENT 1ST ADVISORY GROUP, LLC | 48,682 | $1,527,000 | 0.78% |
| CFS Investment Advisory Services, LLC | 137,841 | $4,323,000 | 0.59% |
| TRUEFG, LLC | 35,689 | $1,137,000 | 0.52% |