SPDR SER TR's ticker is SPLB and the CUSIP is 78464A367. A total of 124 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $139,212 | -8.7% | 6,554 | 0.0% | 0.05% | -9.3% |
| Q2 2023 | $152,451 | -6.4% | 6,554 | -5.0% | 0.05% | -10.0% |
| Q1 2023 | $162,960 | +5.2% | 6,899 | 0.0% | 0.06% | 0.0% |
| Q4 2022 | $154,888 | -99.9% | 6,899 | 0.0% | 0.06% | -4.8% |
| Q3 2022 | $150,058,000 | -12.8% | 6,899 | -3.4% | 0.06% | -10.0% |
| Q2 2022 | $172,003,000 | -14.8% | 7,140 | -1.7% | 0.07% | -2.8% |
| Q1 2022 | $201,922,000 | -11.7% | 7,266 | 0.0% | 0.07% | -7.7% |
| Q4 2021 | $228,734,000 | +0.4% | 7,266 | 0.0% | 0.08% | -8.2% |
| Q3 2021 | $227,862,000 | -1.3% | 7,266 | 0.0% | 0.08% | -6.6% |
| Q2 2021 | $230,913,000 | +13.3% | 7,266 | +7.5% | 0.09% | +8.3% |
| Q1 2021 | $203,889,000 | -8.0% | 6,758 | +1.0% | 0.08% | -20.0% |
| Q4 2020 | $221,505,000 | – | 6,692 | – | 0.10% | – |
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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% |