SPDR SER TR's ticker is SPBO and the CUSIP is 78464A144. A total of 81 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 13.04 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $350,323 | -99.9% | 12,344 | -47.9% | 0.00% | -25.0% |
| Q3 2022 | $329,329,000 | +50879.7% | 23,672 | +17.3% | 0.00% | -42.9% |
| Q1 2022 | $646,000 | -7.6% | 20,183 | +0.6% | 0.01% | 0.0% |
| Q4 2021 | $699,000 | +16.1% | 20,072 | +17.0% | 0.01% | +16.7% |
| Q3 2021 | $602,000 | +2.6% | 17,152 | +3.3% | 0.01% | -14.3% |
| Q2 2021 | $587,000 | +91.2% | 16,600 | +86.3% | 0.01% | +75.0% |
| Q1 2021 | $307,000 | -28.9% | 8,909 | -25.3% | 0.00% | -20.0% |
| Q4 2020 | $432,000 | -99.9% | 11,921 | +8295.1% | 0.01% | -16.7% |
| Q3 2020 | $327,000,000 | – | 142 | – | 0.01% | – |
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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% |