SPDR SER TR's ticker is SPLB and the CUSIP is 78464A367. A total of 1 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $322,021 | -50.4% | 15,161 | -45.7% | 0.02% | -52.9% |
Q2 2023 | $648,940 | +42.3% | 27,900 | +44.5% | 0.03% | +30.8% |
Q1 2023 | $456,154 | -2.2% | 19,312 | -7.1% | 0.03% | -10.3% |
Q4 2022 | $466,492 | +4.4% | 20,779 | +1.1% | 0.03% | -14.7% |
Q3 2022 | $447,000 | +18.3% | 20,548 | +31.1% | 0.03% | +3.0% |
Q2 2022 | $378,000 | – | 15,676 | – | 0.03% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Twelve Points Wealth Management LLC | 202,711 | $4,550,858 | 3.10% |
NYL Investors LLC | 1,859,250 | $41,740,164 | 3.00% |
CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 116,318 | $2,611,325 | 2.81% |
Collaborative Wealth Managment Inc. | 84,090 | $1,887,817 | 1.24% |
METROPOLITAN LIFE INSURANCE CO/NY | 1,000,000 | $22,450,000 | 1.00% |
Gradient Investments LLC | 1,409,396 | $31,640,941 | 1.00% |
FINANCIAL LIFE ADVISORS | 88,494 | $1,986,690 | 0.92% |
Elevated Capital Advisors, LLC | 106,534 | $2,391,690 | 0.91% |
COMPASS FINANCIAL ADVISORS LLC | 16,301 | $365,957 | 0.49% |
Arete Wealth Advisors, LLC | 116,641 | $5,246,496,180 | 0.46% |