SPDR SER TR's ticker is SPBO and the CUSIP is 78464A144. A total of 55 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,392 | +128.4% | 304 | +139.4% | 0.00% | – |
| Q2 2023 | $3,675 | +6236.2% | 127 | +6250.0% | 0.00% | – |
| Q1 2023 | $58 | -92.9% | 2 | -93.1% | 0.00% | – |
| Q4 2022 | $818 | – | 29 | +1350.0% | 0.00% | – |
| Q3 2022 | $0 | – | 2 | -85.7% | 0.00% | – |
| Q1 2022 | $0 | -100.0% | 14 | -95.5% | 0.00% | – |
| Q4 2021 | $11,000 | 0.0% | 314 | 0.0% | 0.00% | – |
| Q3 2021 | $11,000 | -72.5% | 314 | -72.3% | 0.00% | – |
| Q2 2021 | $40,000 | +17.6% | 1,132 | +14.0% | 0.00% | – |
| Q1 2021 | $34,000 | -62.6% | 993 | -60.5% | 0.00% | – |
| Q4 2020 | $91,000 | -14.2% | 2,513 | -15.6% | 0.00% | – |
| Q3 2020 | $106,000 | – | 2,979 | – | 0.00% | – |
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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% |