SPDR SER TR's ticker is SPLB and the CUSIP is 78464A367. A total of 111 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 1.71 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $201 | -100.0% | 9,480 | -87.3% | 0.04% | -93.3% |
| Q2 2021 | $2,377,000 | +14.6% | 74,794 | +8.8% | 0.62% | +13.2% |
| Q1 2021 | $2,075,000 | -10.6% | 68,771 | -1.9% | 0.55% | -21.7% |
| Q4 2020 | $2,321,000 | +24.6% | 70,116 | +19.6% | 0.70% | -7.7% |
| Q3 2020 | $1,863,000 | +292.2% | 58,618 | +291.5% | 0.76% | +245.7% |
| Q2 2020 | $475,000 | +43.5% | 14,973 | +31.9% | 0.22% | -7.5% |
| Q1 2020 | $331,000 | -1.2% | 11,351 | +1.8% | 0.24% | +21.9% |
| Q4 2019 | $335,000 | – | 11,148 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Twelve Points Wealth Management LLC | 202,711 | $4,550,858 | 3.10% |
| NYL Investors LLC | 1,859,250 | $41,740,164 | 3.00% |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 116,318 | $2,611,325 | 2.81% |
| Collaborative Wealth Managment Inc. | 84,090 | $1,887,817 | 1.24% |
| METROPOLITAN LIFE INSURANCE CO/NY | 1,000,000 | $22,450,000 | 1.00% |
| Gradient Investments LLC | 1,409,396 | $31,640,941 | 1.00% |
| FINANCIAL LIFE ADVISORS | 88,494 | $1,986,690 | 0.92% |
| Elevated Capital Advisors, LLC | 106,534 | $2,391,690 | 0.91% |
| COMPASS FINANCIAL ADVISORS LLC | 16,301 | $365,957 | 0.49% |
| Arete Wealth Advisors, LLC | 116,641 | $5,246,496,180 | 0.46% |