SPDR SER TR's ticker is SPLB and the CUSIP is 78464A367. A total of 124 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $841 | -65.5% | 35,085 | -67.7% | 0.02% | -84.3% |
| Q4 2022 | $2,439 | -99.9% | 108,635 | +11.5% | 0.13% | +5.5% |
| Q3 2022 | $2,119,000 | -1.1% | 97,429 | +9.6% | 0.13% | +9.5% |
| Q2 2022 | $2,142,000 | +113.3% | 88,919 | +146.2% | 0.12% | +123.1% |
| Q1 2022 | $1,004,000 | -24.9% | 36,116 | -14.9% | 0.05% | -21.2% |
| Q4 2021 | $1,336,000 | +101.2% | 42,453 | +100.6% | 0.07% | +69.2% |
| Q3 2021 | $664,000 | +5.2% | 21,168 | +6.6% | 0.04% | 0.0% |
| Q2 2021 | $631,000 | +24.5% | 19,854 | +18.2% | 0.04% | +2.6% |
| Q1 2021 | $507,000 | +11.2% | 16,798 | +21.9% | 0.04% | 0.0% |
| Q4 2020 | $456,000 | – | 13,778 | – | 0.04% | – |
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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% |