SPDR SER TR's ticker is SPBO and the CUSIP is 78464A144. A total of 106 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| Melone Private Wealth, LLC | 162,659 | $4,791,125 | 3.66% |
| Flaharty Asset Management, LLC | 635,335 | $18,583,658 | 3.32% |
| ShoreHaven Wealth Partners, LLC | 121,356 | $3,549,663 | 2.49% |
| IHT Wealth Management, LLC | 950,035 | $27,788,607 | 1.59% |
| CX Institutional | 975,346 | $28,545,256 | 1.52% |
| FINANCIAL LIFE ADVISORS | 93,763 | $2,742,568 | 1.18% |
| Congress Wealth Management LLC / DE / | 1,641,630 | $48,017,709 | 1.16% |
| David Kennon Inc | 74,367 | $2,175,225 | 1.06% |
| Wealthstar Advisors, LLC | 95,420 | $2,790,993 | 1.06% |
| Bridgeworth, LLC | 280,168 | $8,194,906 | 1.03% |