SPDR SER TR's ticker is SPLB and the CUSIP is 78464A367. A total of 115 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $203,967 | -8.4% | 8,769 | -7.0% | 0.11% | -11.6% |
| Q1 2023 | $222,748 | -7.0% | 9,430 | -11.6% | 0.12% | -13.6% |
| Q4 2022 | $239,498 | -61.9% | 10,668 | -63.1% | 0.14% | -64.2% |
| Q3 2022 | $629,000 | -10.7% | 28,906 | -1.1% | 0.39% | -6.7% |
| Q2 2022 | $704,000 | -38.2% | 29,219 | -28.8% | 0.42% | -24.8% |
| Q1 2022 | $1,140,000 | -14.8% | 41,032 | -3.4% | 0.56% | -14.7% |
| Q4 2021 | $1,338,000 | -12.4% | 42,489 | -12.7% | 0.65% | -16.3% |
| Q3 2021 | $1,527,000 | -30.8% | 48,682 | -29.9% | 0.78% | -31.8% |
| Q2 2021 | $2,206,000 | -57.1% | 69,418 | -59.3% | 1.14% | -61.2% |
| Q1 2021 | $5,147,000 | -28.3% | 170,611 | -23.2% | 2.95% | -36.7% |
| Q4 2020 | $7,175,000 | +17.6% | 222,127 | +16.2% | 4.66% | +9.0% |
| Q3 2020 | $6,100,000 | +74.4% | 191,213 | +81.7% | 4.27% | +47.5% |
| Q2 2020 | $3,497,000 | – | 105,222 | – | 2.90% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PETERSON WEALTH MANAGEMENT | 224,498 | $7,431,000 | 6.03% |
| Copperleaf Capital, LLC | 183,981 | $6,090,000 | 5.20% |
| CLIENT 1ST ADVISORY GROUP, LLC | 222,127 | $7,175,000 | 4.66% |
| Spectrum Planning & Advisory Services Inc. | 100,546 | $3,328,000 | 3.58% |
| WEALTHSOURCE PARTNERS, LLC | 841,627 | $27,858,000 | 3.25% |
| NYL Investors LLC | 343,350 | $11,365,000 | 3.24% |
| Clearview Wealth Advisors LLC | 116,100 | $3,843,000 | 2.58% |
| VIVID FINANCIAL MANAGEMENT, INC. | 154,554 | $5,116,000 | 2.47% |
| Legacy Financial Group LLC | 175,247 | $5,801,000 | 2.23% |
| Horst & Graben Wealth Management LLC | 192,331 | $6,366,000 | 2.19% |