SPDR SER TR's ticker is SPBO and the CUSIP is 78464A144. A total of 91 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 7.93 and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| Melone Private Wealth, LLC | 173,119 | $6,026,000 | 4.53% |
| Stadion Money Management, LLC | 1,098,548 | $38,240,000 | 2.00% |
| ECLECTIC ASSOCIATES INC /ADV | 60,203 | $2,096,000 | 1.34% |
| Wealthstar Advisors, LLC | 98,640 | $3,437,000 | 1.18% |
| Advisor Resource Council | 268,016 | $9,329,000 | 0.73% |
| Good Life Advisors, LLC | 145,469 | $5,064,000 | 0.61% |
| Donald L. Hagan, LLC | 29,831 | $1,038,000 | 0.54% |
| Collaborative Wealth Managment Inc. | 25,869 | $901,000 | 0.49% |
| ST GERMAIN D J CO INC | 239,047 | $8,321,000 | 0.46% |
| Empowered Funds, LLC | 100,968 | $3,515,000 | 0.40% |