SPDR SER TR's ticker is SPBO and the CUSIP is 78464A144. A total of 55 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $220,179 | -19.1% | 7,625 | -18.1% | 0.13% | -23.4% |
| Q1 2023 | $272,179 | -62.0% | 9,305 | -63.1% | 0.17% | -63.6% |
| Q4 2022 | $715,439 | +2.9% | 25,209 | +0.7% | 0.47% | -4.5% |
| Q3 2022 | $695,000 | -4.7% | 25,022 | +1.6% | 0.49% | +2.9% |
| Q2 2022 | $729,000 | -19.1% | 24,639 | -4.8% | 0.48% | -3.2% |
| Q4 2021 | $901,000 | +13.0% | 25,869 | +3.9% | 0.49% | +7.6% |
| Q1 2021 | $797,000 | – | 24,899 | – | 0.46% | – |
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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% |