SPDR SER TR's ticker is SPLB and the CUSIP is 78464A367. A total of 132 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,941,211 | -14.3% | 91,394 | -6.2% | 0.66% | -12.3% |
| Q2 2023 | $2,265,376 | -6.5% | 97,394 | -5.1% | 0.75% | -13.1% |
| Q1 2023 | $2,422,797 | +1.3% | 102,574 | -3.7% | 0.87% | -4.8% |
| Q4 2022 | $2,391,690 | -5.8% | 106,534 | -8.8% | 0.91% | -8.7% |
| Q3 2022 | $2,540,000 | -31.1% | 116,804 | -12.0% | 1.00% | -18.2% |
| Q1 2022 | $3,687,000 | -8.5% | 132,667 | +3.2% | 1.22% | -12.3% |
| Q3 2021 | $4,030,000 | -9.8% | 128,498 | -12.1% | 1.39% | -19.7% |
| Q1 2021 | $4,467,000 | – | 146,233 | – | 1.73% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 358,581 | $7,616,263 | 7.89% |
| Wayfinding Financial, LLC | 207,339 | $4,344 | 3.28% |
| Twelve Points Wealth Management LLC | 307,864 | $6,539,031 | 3.26% |
| Hedeker Wealth, LLC | 309,151 | $6,566,371 | 2.28% |
| Collaborative Wealth Managment Inc. | 155,192 | $3,296,276 | 1.97% |
| NYL Investors LLC | 1,876,350 | $39,853,674 | 1.63% |
| ROCKLAND TRUST CO | 1,240,473 | $26,347,647 | 1.59% |
| Legacy Financial Group LLC | 269,162 | $5,717,004,000 | 1.34% |
| VAN STRUM & TOWNE INC. | 80,340 | $1,706,422 | 0.72% |
| Elevated Capital Advisors, LLC | 91,394 | $1,941,211 | 0.66% |