SPDR SER TR's ticker is SPBO and the CUSIP is 78464A144. A total of 106 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $31,624,299 | -31.8% | 1,146,638 | -28.6% | 0.65% | -39.3% |
| Q2 2023 | $46,388,467 | -3.4% | 1,606,525 | -2.1% | 1.08% | -7.2% |
| Q1 2023 | $48,017,709 | -24.7% | 1,641,630 | -26.9% | 1.16% | -29.4% |
| Q4 2022 | $63,776,177 | +102.5% | 2,247,221 | +98.2% | 1.64% | +93.2% |
| Q3 2022 | $31,490,000 | +8.1% | 1,133,546 | +15.1% | 0.85% | +14.1% |
| Q2 2022 | $29,133,000 | +1534.8% | 985,197 | +1669.6% | 0.74% | +1807.7% |
| Q1 2022 | $1,782,000 | -38.9% | 55,675 | -33.5% | 0.04% | -32.8% |
| Q4 2021 | $2,915,000 | – | 83,751 | – | 0.06% | – |
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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% |