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 ↓ |
|---|---|---|---|
| Financial Gravity Asset Management, Inc. | 85,192 | $3,087,000 | 2.83% |
| ECLECTIC ASSOCIATES INC /ADV | 60,568 | $2,194,000 | 2.08% |
| Stadion Money Management, LLC | 1,086,897 | $39,372,000 | 1.43% |
| Donald L. Hagan, LLC | 33,207 | $1,203,000 | 0.88% |
| Good Life Advisors, LLC | 99,890 | $3,621,000 | 0.85% |
| Purus Wealth Management, LLC | 14,584 | $528,000 | 0.47% |
| Moloney Securities Asset Management, LLC | 37,580 | $1,361,000 | 0.30% |
| Financial Advocates Investment Management | 71,672 | $2,596,000 | 0.18% |
| GeoWealth Management, LLC | 26,979 | $976,000 | 0.16% |
| KMG FIDUCIARY PARTNERS, LLC | 14,732 | $530,000 | 0.11% |