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% | – |
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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% |