SPDR SER TR's ticker is SPBO and the CUSIP is 78464A144. A total of 106 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $998 | -81.5% | 36,213 | -80.7% | 0.07% | -46.7% |
| Q2 2023 | $5,405 | +62.9% | 187,174 | +65.1% | 0.14% | -17.7% |
| Q1 2023 | $3,317 | -98.7% | 113,391 | +1181.0% | 0.16% | +993.3% |
| Q3 2022 | $246,000 | -8.9% | 8,852 | -3.2% | 0.02% | 0.0% |
| Q2 2022 | $270,000 | -51.0% | 9,140 | -46.9% | 0.02% | -48.3% |
| Q1 2022 | $551,000 | -34.4% | 17,229 | -28.6% | 0.03% | -29.3% |
| Q4 2021 | $840,000 | -11.2% | 24,131 | -10.4% | 0.04% | -26.8% |
| Q3 2021 | $946,000 | -14.5% | 26,935 | -13.9% | 0.06% | -17.6% |
| Q2 2021 | $1,107,000 | +27.1% | 31,286 | +23.6% | 0.07% | +3.0% |
| Q1 2021 | $871,000 | +25.3% | 25,307 | +31.8% | 0.07% | +13.8% |
| Q4 2020 | $695,000 | +98.6% | 19,199 | +94.2% | 0.06% | +18.4% |
| Q3 2020 | $350,000 | +65.9% | 9,885 | +65.2% | 0.05% | +48.5% |
| Q2 2020 | $211,000 | – | 5,983 | – | 0.03% | – |
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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% |