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 | $538,773 | -4.5% | 19,535 | 0.0% | 0.56% | +0.5% |
| Q2 2023 | $564,061 | -5.8% | 19,535 | -4.5% | 0.56% | -8.1% |
| Q1 2023 | $598,608 | +3.1% | 20,465 | 0.0% | 0.61% | 0.0% |
| Q4 2022 | $580,797 | +2.6% | 20,465 | -0.5% | 0.61% | -4.0% |
| Q3 2022 | $566,000 | -4.2% | 20,560 | +3.0% | 0.63% | +0.5% |
| Q2 2022 | $591,000 | +32.8% | 19,970 | +43.8% | 0.63% | +55.3% |
| Q1 2022 | $445,000 | +6.2% | 13,890 | +15.5% | 0.40% | +8.3% |
| Q4 2021 | $419,000 | – | 12,030 | – | 0.37% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Melone Private Wealth, LLC | 162,659 | $4,791,125 | 3.66% |
| Flaharty Asset Management, LLC | 635,335 | $18,583,658 | 3.32% |
| ShoreHaven Wealth Partners, LLC | 121,356 | $3,549,663 | 2.49% |
| IHT Wealth Management, LLC | 950,035 | $27,788,607 | 1.59% |
| CX Institutional | 975,346 | $28,545,256 | 1.52% |
| FINANCIAL LIFE ADVISORS | 93,763 | $2,742,568 | 1.18% |
| Congress Wealth Management LLC / DE / | 1,641,630 | $48,017,709 | 1.16% |
| David Kennon Inc | 74,367 | $2,175,225 | 1.06% |
| Wealthstar Advisors, LLC | 95,420 | $2,790,993 | 1.06% |
| Bridgeworth, LLC | 280,168 | $8,194,906 | 1.03% |