SPDR SER TR's ticker is SPLB and the CUSIP is 78464A367. A total of 94 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $29,736 | +64.2% | 1,319 | +69.3% | 0.01% | +57.1% |
| Q1 2024 | $18,114 | -6.0% | 779 | -3.8% | 0.01% | -12.5% |
| Q4 2023 | $19,263 | -43.2% | 810 | -49.3% | 0.01% | -50.0% |
| Q3 2023 | $33,940 | +1131233.3% | 1,598 | – | 0.02% | – |
| Q2 2023 | $3 | 0.0% | 0 | – | 0.00% | – |
| Q1 2023 | $3 | 0.0% | 0 | – | 0.00% | – |
| Q4 2022 | $3 | 0.0% | 0 | – | 0.00% | – |
| Q3 2022 | $3 | 0.0% | 0 | – | 0.00% | – |
| Q2 2022 | $3 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q1 2022 | $453,497 | +1.8% | 16,319 | +15.3% | 0.20% | +0.5% |
| Q4 2021 | $445,426 | +275.3% | 14,149 | +273.8% | 0.20% | +204.5% |
| Q3 2021 | $118,699 | +6059.8% | 3,785 | -93.8% | 0.07% | -10.7% |
| Q2 2021 | $1,927 | -93.6% | 61,244 | +6000.0% | 0.08% | +294.7% |
| Q1 2021 | $30,291 | – | 1,004 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PETERSON WEALTH MANAGEMENT | 265,798 | $8,335,000 | 6.46% |
| Stadion Money Management, LLC | 1,320,121 | $41,399,000 | 2.73% |
| HORIZON FINANCIAL SERVICES, LLC | 116,596 | $3,656,000 | 2.41% |
| Aspire Private Capital, LLC | 190,694 | $5,980,000 | 2.00% |
| Advisory Alpha, LLC | 818,187 | $25,660,000 | 1.77% |
| NYL Investors LLC | 408,650 | $12,815,000 | 1.43% |
| Elevated Capital Advisors, LLC | 128,498 | $4,030,000 | 1.39% |
| CLIENT 1ST ADVISORY GROUP, LLC | 48,682 | $1,527,000 | 0.78% |
| CFS Investment Advisory Services, LLC | 137,841 | $4,323,000 | 0.59% |
| TRUEFG, LLC | 35,689 | $1,137,000 | 0.52% |