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 | $3,026,105 | +106.0% | 109,721 | +115.8% | 0.16% | +102.6% |
| Q2 2023 | $1,468,692 | +135.6% | 50,855 | +138.6% | 0.08% | +102.6% |
| Q1 2023 | $623,435 | +22.7% | 21,314 | +19.0% | 0.04% | +22.6% |
| Q4 2022 | $508,286 | +16.3% | 17,910 | +13.7% | 0.03% | +3.3% |
| Q3 2022 | $437,000 | +6.6% | 15,751 | +14.3% | 0.03% | +50.0% |
| Q2 2022 | $410,000 | +66.7% | 13,781 | +78.8% | 0.02% | +81.8% |
| Q1 2022 | $246,000 | +67.3% | 7,708 | +82.1% | 0.01% | +83.3% |
| Q4 2021 | $147,000 | +10.5% | 4,232 | +11.9% | 0.01% | +20.0% |
| Q3 2021 | $133,000 | +56.5% | 3,782 | +56.8% | 0.01% | +66.7% |
| Q2 2021 | $85,000 | +112.5% | 2,412 | +108.5% | 0.00% | +200.0% |
| Q1 2021 | $40,000 | -2.4% | 1,157 | -3.3% | 0.00% | -50.0% |
| Q4 2020 | $41,000 | +127.8% | 1,197 | +125.8% | 0.00% | +100.0% |
| Q3 2020 | $18,000 | – | 530 | – | 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% |