SPDR SER TR's ticker is SPBO and the CUSIP is 78464A144. A total of 82 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 13.04 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $13,242 | -84.5% | 461 | -84.3% | 0.00% | – |
| Q1 2024 | $85,440 | +133.8% | 2,935 | +136.1% | 0.00% | – |
| Q4 2023 | $36,550 | +335.5% | 1,243 | +308.9% | 0.00% | – |
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RWA WEALTH PARTNERS, LLC | 12,955,011 | $377,120,366 | 5.08% |
| ST GERMAIN D J CO INC | 2,715,123 | $79,037,231 | 3.86% |
| Melone Private Wealth, LLC | 192,313 | $5,598,227 | 3.36% |
| Flaharty Asset Management, LLC | 627,986 | $18,280,662 | 2.71% |
| Financial Gravity Asset Management, Inc. | 612,861 | $17,928,638 | 2.40% |
| ShoreHaven Wealth Partners, LLC | 128,769 | $3,748,474 | 2.06% |
| Procyon Advisors, LLC | 861,841 | $25,088,202 | 1.94% |
| MILESTONE ASSET MANAGEMENT, LLC | 214,875 | $6,255,012 | 1.79% |
| CX Institutional | 1,185,902 | $34,468,783 | 1.66% |
| Gerber Kawasaki Wealth & Investment Management | 872,642 | $25,402,605 | 1.37% |