SPDR SER TR's ticker is SPBO and the CUSIP is 78464A144. A total of 49 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $316,922 | -4.5% | 11,491 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $331,803 | +98650.9% | 11,491 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $336 | +3.1% | 11,491 | 0.0% | 0.00% | -50.0% |
| Q4 2022 | $326 | -99.9% | 11,491 | -4.3% | 0.00% | 0.0% |
| Q3 2022 | $333,000 | +2120.0% | 12,011 | +2232.2% | 0.00% | – |
| Q2 2022 | $15,000 | -89.7% | 515 | -88.7% | 0.00% | -100.0% |
| Q1 2022 | $145,000 | -56.1% | 4,551 | -52.1% | 0.00% | -50.0% |
| Q4 2021 | $330,000 | -29.3% | 9,498 | -28.7% | 0.00% | 0.0% |
| Q3 2021 | $467,000 | -16.5% | 13,316 | -15.8% | 0.00% | -33.3% |
| Q2 2021 | $559,000 | -14.5% | 15,813 | -16.8% | 0.00% | -25.0% |
| Q1 2021 | $654,000 | – | 19,005 | – | 0.00% | – |
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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% |