SPDR SER TR's ticker is SPBO and the CUSIP is 78464A144. A total of 2 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.3%.
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 ↓ |
|---|---|---|---|
| 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% |