SPDR SER TR's ticker is SPBO and the CUSIP is 78464A144. A total of 2 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.3%.
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 ↓ |
|---|---|---|---|
| Melone Private Wealth, LLC | 169,171 | $5,155,000 | 4.20% |
| Stadion Money Management, LLC | 1,088,648 | $34,848,000 | 1.98% |
| Wealthstar Advisors, LLC | 95,468 | $3,058,000 | 1.13% |
| ECLECTIC ASSOCIATES INC /ADV | 51,555 | $1,650,000 | 1.05% |
| CX Institutional | 243,791 | $7,804,000 | 0.62% |
| Good Life Advisors, LLC | 151,524 | $4,850,000 | 0.61% |
| ST GERMAIN D J CO INC | 293,308 | $9,389,000 | 0.53% |
| Advisor Resource Council | 47,255 | $1,513,000 | 0.46% |
| Laraway Financial Advisors Inc | 13,890 | $445,000 | 0.40% |
| Donald L. Hagan, LLC | 15,928 | $510,000 | 0.29% |