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 | $732,111 | +22.9% | 26,545 | +28.6% | 0.41% | +7.9% |
| Q2 2023 | $595,922 | +2.3% | 20,638 | +3.7% | 0.38% | -0.5% |
| Q1 2023 | $582,251 | +20.3% | 19,906 | +16.6% | 0.38% | +16.5% |
| Q4 2022 | $484,000 | +69.8% | 17,066 | +66.2% | 0.33% | +42.0% |
| Q3 2022 | $285,000 | +16.8% | 10,270 | +24.4% | 0.23% | +12.7% |
| Q2 2022 | $244,000 | +90.6% | 8,255 | +106.6% | 0.20% | +120.4% |
| Q1 2022 | $128,000 | +276.5% | 3,995 | +306.8% | 0.09% | +272.0% |
| Q4 2021 | $34,000 | – | 982 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Melone Private Wealth, LLC | 169,171 | $5,155,000 | 4.20% |
| Stadion Money Management, LLC | 1,088,648 | $34,848,000 | 1.98% |
| Wealthstar Advisors, LLC | 95,468 | $3,058,000 | 1.13% |
| ECLECTIC ASSOCIATES INC /ADV | 51,555 | $1,650,000 | 1.05% |
| CX Institutional | 243,791 | $7,804,000 | 0.62% |
| Good Life Advisors, LLC | 151,524 | $4,850,000 | 0.61% |
| ST GERMAIN D J CO INC | 293,308 | $9,389,000 | 0.53% |
| Advisor Resource Council | 47,255 | $1,513,000 | 0.46% |
| Laraway Financial Advisors Inc | 13,890 | $445,000 | 0.40% |
| Donald L. Hagan, LLC | 15,928 | $510,000 | 0.29% |