SPDR SER TR's ticker is SPBO and the CUSIP is 78464A144. A total of 60 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| 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% |