SPDR SER TR's ticker is SPLB and the CUSIP is 78464A367. A total of 101 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 21.33 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $352,812 | +5.9% | 14,937 | +0.7% | 0.34% | -0.6% |
| Q4 2022 | $333,114 | +21.1% | 14,838 | +17.3% | 0.34% | +32.8% |
| Q3 2022 | $275,000 | +25.6% | 12,653 | +39.1% | 0.26% | -9.5% |
| Q2 2022 | $219,000 | -95.8% | 9,095 | -95.1% | 0.28% | -91.8% |
| Q1 2022 | $5,168,000 | -41.0% | 185,961 | -33.2% | 3.47% | -40.8% |
| Q4 2021 | $8,766,000 | +5.2% | 278,449 | +4.8% | 5.85% | -9.3% |
| Q3 2021 | $8,335,000 | -2.4% | 265,798 | -1.0% | 6.46% | -3.1% |
| Q2 2021 | $8,536,000 | +11.0% | 268,586 | +5.4% | 6.66% | +2.0% |
| Q1 2021 | $7,691,000 | +3.5% | 254,927 | +13.6% | 6.53% | +8.2% |
| Q4 2020 | $7,431,000 | +6.8% | 224,498 | +2.6% | 6.03% | -2.1% |
| Q3 2020 | $6,957,000 | +16.9% | 218,901 | +16.6% | 6.16% | +4.2% |
| Q2 2020 | $5,951,000 | +15.3% | 187,742 | +3.5% | 5.91% | -5.9% |
| Q1 2020 | $5,163,000 | -9.5% | 181,335 | -3.6% | 6.29% | +21.2% |
| Q4 2019 | $5,707,000 | – | 188,096 | – | 5.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PETERSON WEALTH MANAGEMENT | 265,798 | $8,335,000 | 6.46% |
| Stadion Money Management, LLC | 1,320,121 | $41,399,000 | 2.73% |
| HORIZON FINANCIAL SERVICES, LLC | 116,596 | $3,656,000 | 2.41% |
| Aspire Private Capital, LLC | 190,694 | $5,980,000 | 2.00% |
| Advisory Alpha, LLC | 818,187 | $25,660,000 | 1.77% |
| NYL Investors LLC | 408,650 | $12,815,000 | 1.43% |
| Elevated Capital Advisors, LLC | 128,498 | $4,030,000 | 1.39% |
| CLIENT 1ST ADVISORY GROUP, LLC | 48,682 | $1,527,000 | 0.78% |
| CFS Investment Advisory Services, LLC | 137,841 | $4,323,000 | 0.59% |
| TRUEFG, LLC | 35,689 | $1,137,000 | 0.52% |