SPDR SER TR's ticker is SPBO and the CUSIP is 78464A144. A total of 124 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,323,971 | -12.1% | 773,168 | -7.9% | 1.08% | -14.4% |
| Q2 2023 | $24,247,231 | -12.7% | 839,730 | -11.6% | 1.26% | -20.4% |
| Q1 2023 | $27,788,607 | +201.4% | 950,035 | +192.5% | 1.59% | +173.9% |
| Q4 2022 | $9,218,965 | +4463.8% | 324,840 | +5492.0% | 0.58% | +3760.0% |
| Q4 2021 | $202,000 | -76.3% | 5,809 | -77.7% | 0.02% | -87.8% |
| Q1 2020 | $851,000 | – | 26,051 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RWA WEALTH PARTNERS, LLC | 13,219,746 | $379,406,704 | 5.00% |
| ST GERMAIN D J CO INC | 2,581,228 | $74,081,244 | 3.58% |
| Melone Private Wealth, LLC | 193,220 | $5,545,412 | 3.29% |
| Flaharty Asset Management, LLC | 641,541 | $18,412,276 | 2.72% |
| Financial Gravity Asset Management, Inc. | 339,971 | $9,687,111 | 2.42% |
| NEPC LLC | 2,463,594 | $70,705,148 | 2.33% |
| Procyon Advisors, LLC | 1,088,765 | $31,247,549 | 2.32% |
| ShoreHaven Wealth Partners, LLC | 108,956 | $3,127,030 | 1.64% |
| 5th Street Advisors, LLC | 105,205 | $3,019,384 | 1.57% |
| CX Institutional | 1,162,376 | $33,360,203 | 1.57% |