SPDR SER TR's ticker is SPBO and the CUSIP is 78464A144. A total of 71 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,972,318 | +0.7% | 180,287 | +5.4% | 3.56% | +2.0% |
| Q2 2023 | $4,939,327 | +3.1% | 171,059 | +5.2% | 3.48% | -4.7% |
| Q1 2023 | $4,791,125 | -12.5% | 162,659 | -15.7% | 3.66% | -21.2% |
| Q4 2022 | $5,474,112 | +5.5% | 192,886 | +3.9% | 4.64% | +2.3% |
| Q3 2022 | $5,190,000 | +0.8% | 185,689 | +6.6% | 4.53% | +3.9% |
| Q2 2022 | $5,148,000 | -0.1% | 174,111 | +2.9% | 4.36% | +3.8% |
| Q1 2022 | $5,155,000 | -14.5% | 169,171 | -2.3% | 4.20% | -7.3% |
| Q4 2021 | $6,026,000 | – | 173,119 | – | 4.53% | – |
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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% |