SPDR SER TR's ticker is SPLB and the CUSIP is 78464A367. A total of 132 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $297,000 | -11.1% | 10,686 | +0.8% | 0.23% | -7.3% |
| Q4 2021 | $334,000 | -9.7% | 10,597 | -10.2% | 0.25% | -20.6% |
| Q3 2021 | $370,000 | -5.6% | 11,801 | -4.4% | 0.31% | -8.0% |
| Q2 2021 | $392,000 | +14.0% | 12,345 | +8.2% | 0.34% | +2.4% |
| Q1 2021 | $344,000 | +27.9% | 11,408 | +40.3% | 0.33% | +23.1% |
| Q4 2020 | $269,000 | – | 8,134 | – | 0.27% | – |
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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% |