SPDR SER TR's ticker is SPBO and the CUSIP is 78464A144. A total of 55 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,829,348 | +9.9% | 682,717 | +15.0% | 0.11% | +9.7% |
| Q2 2023 | $17,135,954 | -10.0% | 593,453 | -8.9% | 0.10% | -16.3% |
| Q1 2023 | $19,044,420 | +6.9% | 651,091 | +3.7% | 0.12% | -4.7% |
| Q4 2022 | $17,816,857 | -1.2% | 627,796 | -3.3% | 0.13% | -9.8% |
| Q3 2022 | $18,029,000 | +369.9% | 649,007 | +400.2% | 0.14% | +361.3% |
| Q2 2022 | $3,837,000 | -7.4% | 129,747 | +0.2% | 0.03% | +10.7% |
| Q1 2022 | $4,145,000 | -2.5% | 129,478 | +6.0% | 0.03% | -6.7% |
| Q4 2021 | $4,253,000 | -0.3% | 122,169 | +0.6% | 0.03% | -14.3% |
| Q3 2021 | $4,264,000 | +61.0% | 121,491 | +62.3% | 0.04% | +52.2% |
| Q2 2021 | $2,648,000 | – | 74,834 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RWA WEALTH PARTNERS, LLC | 10,173,663 | $280,589,626 | 6.11% |
| ST GERMAIN D J CO INC | 3,438,230 | $94,826,383 | 5.33% |
| Melone Private Wealth, LLC | 180,287 | $4,972,318 | 3.56% |
| Flaharty Asset Management, LLC | 693,692 | $19,132,035 | 3.20% |
| CX Institutional | 1,087,165 | $29,932,658 | 1.65% |
| ShoreHaven Wealth Partners, LLC | 64,833 | $1,788,094 | 1.23% |
| Financial Gravity Asset Management, Inc. | 3,871,452 | $102,384,692 | 1.13% |
| Gerber Kawasaki Wealth & Investment Management | 576,356 | $15,895,921 | 1.08% |
| IHT Wealth Management, LLC | 773,168 | $21,323,971 | 1.08% |
| Polaris Wealth Advisory Group, LLC | 472,888 | $13,042,251 | 0.99% |