SPDR SER TR's ticker is SPBO and the CUSIP is 78464A144. A total of 71 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $143,290 | -90.3% | 5,268 | -89.7% | 0.01% | -90.3% |
| Q2 2023 | $1,483,128 | +3.7% | 51,364 | +4.9% | 0.07% | -5.3% |
| Q1 2023 | $1,429,921 | +1117.2% | 48,953 | +1082.7% | 0.08% | +850.0% |
| Q4 2022 | $117,478 | +23.7% | 4,139 | +19.4% | 0.01% | +14.3% |
| Q3 2022 | $95,000 | +691.7% | 3,467 | +766.8% | 0.01% | +600.0% |
| Q2 2022 | $12,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $12,000 | -14.3% | 400 | 0.0% | 0.00% | -90.9% |
| Q4 2021 | $14,000 | -60.0% | 400 | -60.1% | 0.01% | +266.7% |
| Q3 2021 | $35,000 | -69.8% | 1,003 | -69.4% | 0.00% | -75.0% |
| Q2 2021 | $116,000 | -52.1% | 3,278 | -53.3% | 0.01% | -57.1% |
| Q1 2021 | $242,000 | -3.2% | 7,021 | +1.6% | 0.03% | -9.7% |
| Q4 2020 | $250,000 | – | 6,912 | – | 0.03% | – |
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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% |