SPDR SER TR's ticker is SPBO and the CUSIP is 78464A144. A total of 55 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $920,145 | +3.2% | 33,363 | +8.1% | 0.07% | +3.1% |
| Q2 2023 | $891,257 | +6.5% | 30,866 | +7.8% | 0.06% | +6.7% |
| Q1 2023 | $837,240 | +14.7% | 28,624 | +11.2% | 0.06% | +11.1% |
| Q4 2022 | $730,223 | -67.4% | 25,730 | -63.3% | 0.05% | -63.5% |
| Q1 2022 | $2,242,000 | -20.3% | 70,040 | -13.3% | 0.15% | -16.4% |
| Q4 2021 | $2,813,000 | +3.8% | 80,824 | +4.7% | 0.18% | -3.3% |
| Q3 2021 | $2,709,000 | +8.4% | 77,165 | +9.3% | 0.18% | +9.6% |
| Q2 2021 | $2,498,000 | +1.9% | 70,577 | -0.9% | 0.17% | -4.0% |
| Q1 2021 | $2,452,000 | -5.5% | 71,230 | -0.6% | 0.17% | -2.2% |
| Q4 2020 | $2,596,000 | – | 71,672 | – | 0.18% | – |
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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% |