SPDR SER TR's ticker is SPBO and the CUSIP is 78464A144. A total of 71 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 | $229,438 | -32.8% | 8,319 | -29.7% | 0.12% | -23.4% |
| Q2 2023 | $341,505 | -80.1% | 11,827 | -79.8% | 0.15% | -64.2% |
| Q1 2023 | $1,711,972 | +696.3% | 58,449 | +656.8% | 0.43% | +196.6% |
| Q3 2022 | $215,000 | -96.7% | 7,723 | -96.5% | 0.14% | -76.3% |
| Q2 2022 | $6,585,000 | +335.2% | 222,678 | +371.2% | 0.61% | +34.3% |
| Q1 2022 | $1,513,000 | -83.8% | 47,255 | -82.4% | 0.46% | -37.3% |
| Q4 2021 | $9,329,000 | +758.2% | 268,016 | +765.5% | 0.73% | +120.0% |
| Q3 2021 | $1,087,000 | -79.3% | 30,967 | -79.2% | 0.33% | -39.9% |
| Q2 2021 | $5,263,000 | – | 148,737 | – | 0.55% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RWA WEALTH PARTNERS, LLC | 10,173,663 | $280,589,626 | 6.11% |
| ST GERMAIN D J CO INC | 3,438,230 | $94,826,383 | 5.33% |
| Melone Private Wealth, LLC | 180,287 | $4,972,318 | 3.56% |
| Flaharty Asset Management, LLC | 693,692 | $19,132,035 | 3.20% |
| CX Institutional | 1,087,165 | $29,932,658 | 1.65% |
| ShoreHaven Wealth Partners, LLC | 64,833 | $1,788,094 | 1.23% |
| Financial Gravity Asset Management, Inc. | 3,871,452 | $102,384,692 | 1.13% |
| Gerber Kawasaki Wealth & Investment Management | 576,356 | $15,895,921 | 1.08% |
| IHT Wealth Management, LLC | 773,168 | $21,323,971 | 1.08% |
| Polaris Wealth Advisory Group, LLC | 472,888 | $13,042,251 | 0.99% |