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 | $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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Melone Private Wealth, LLC | 162,659 | $4,791,125 | 3.66% |
| Flaharty Asset Management, LLC | 635,335 | $18,583,658 | 3.32% |
| ShoreHaven Wealth Partners, LLC | 121,356 | $3,549,663 | 2.49% |
| IHT Wealth Management, LLC | 950,035 | $27,788,607 | 1.59% |
| CX Institutional | 975,346 | $28,545,256 | 1.52% |
| FINANCIAL LIFE ADVISORS | 93,763 | $2,742,568 | 1.18% |
| Congress Wealth Management LLC / DE / | 1,641,630 | $48,017,709 | 1.16% |
| David Kennon Inc | 74,367 | $2,175,225 | 1.06% |
| Wealthstar Advisors, LLC | 95,420 | $2,790,993 | 1.06% |
| Bridgeworth, LLC | 280,168 | $8,194,906 | 1.03% |