SPDR SER TR's ticker is SPBO and the CUSIP is 78464A144. A total of 46 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $102,384,692 | +1311347.3% | 3,871,452 | +2377.1% | 1.13% | +5271.4% |
| Q2 2023 | $7,807 | +75.0% | 156,291 | +2.5% | 0.02% | -84.7% |
| Q1 2023 | $4,462 | -83.7% | 152,433 | +142.7% | 0.14% | -4.2% |
| Q4 2022 | $27,359 | -98.4% | 62,795 | +2.0% | 0.14% | +146.6% |
| Q3 2022 | $1,711,000 | -55.6% | 61,588 | -52.8% | 0.06% | -51.7% |
| Q2 2022 | $3,855,000 | +104.4% | 130,391 | +120.9% | 0.12% | +126.4% |
| Q1 2022 | $1,886,000 | -38.4% | 59,024 | -34.8% | 0.05% | -23.2% |
| Q4 2021 | $3,062,000 | +0.5% | 90,526 | +4.1% | 0.07% | -95.2% |
| Q3 2021 | $3,047,000 | -39.2% | 86,973 | -38.6% | 1.43% | -20.1% |
| Q2 2021 | $5,009,000 | +11.5% | 141,538 | +8.5% | 1.79% | +1850.0% |
| Q1 2021 | $4,491,000 | +45.5% | 130,463 | +53.1% | 0.09% | -96.7% |
| Q4 2020 | $3,087,000 | +377.1% | 85,192 | +331.1% | 2.83% | +141250.0% |
| Q1 2020 | $647,000 | – | 19,760 | – | 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% |