SPDR SER TR's ticker is SPLB and the CUSIP is 78464A367. A total of 90 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $255,560 | -22.8% | 12,032 | -15.4% | 0.00% | 0.0% |
| Q2 2023 | $330,850 | -0.5% | 14,224 | +1.1% | 0.00% | -25.0% |
| Q1 2023 | $332,474 | +17.2% | 14,076 | +11.4% | 0.00% | +33.3% |
| Q4 2022 | $283,611 | -99.9% | 12,633 | -48.8% | 0.00% | 0.0% |
| Q3 2022 | $269,269,000 | +98533.3% | 24,694 | +117.8% | 0.00% | 0.0% |
| Q2 2022 | $273,000 | +8.8% | 11,337 | +36.1% | 0.00% | 0.0% |
| Q1 2021 | $251,000 | -41.8% | 8,328 | -36.1% | 0.00% | -40.0% |
| Q4 2020 | $431,000 | – | 13,043 | – | 0.01% | – |
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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% |