SPDR SER TR's ticker is SPBO and the CUSIP is 78464A144. A total of 2 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.3%.
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 ↓ |
|---|---|---|---|
| Melone Private Wealth, LLC | 169,171 | $5,155,000 | 4.20% |
| Stadion Money Management, LLC | 1,088,648 | $34,848,000 | 1.98% |
| Wealthstar Advisors, LLC | 95,468 | $3,058,000 | 1.13% |
| ECLECTIC ASSOCIATES INC /ADV | 51,555 | $1,650,000 | 1.05% |
| CX Institutional | 243,791 | $7,804,000 | 0.62% |
| Good Life Advisors, LLC | 151,524 | $4,850,000 | 0.61% |
| ST GERMAIN D J CO INC | 293,308 | $9,389,000 | 0.53% |
| Advisor Resource Council | 47,255 | $1,513,000 | 0.46% |
| Laraway Financial Advisors Inc | 13,890 | $445,000 | 0.40% |
| Donald L. Hagan, LLC | 15,928 | $510,000 | 0.29% |