SPDR SER TR's ticker is SPLB and the CUSIP is 78464A367. A total of 124 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $23,260,000 | -1.5% | 1,000,000 | 0.0% | 1.13% | -6.7% |
| Q1 2023 | $23,620,000 | +5.2% | 1,000,000 | 0.0% | 1.21% | +20.8% |
| Q4 2022 | $22,450,000 | +3.2% | 1,000,000 | 0.0% | 1.00% | -6.1% |
| Q3 2022 | $21,750,000 | -9.7% | 1,000,000 | 0.0% | 1.07% | +1.1% |
| Q2 2022 | $24,090,000 | -13.3% | 1,000,000 | 0.0% | 1.06% | +6.7% |
| Q1 2022 | $27,790,000 | -11.7% | 1,000,000 | 0.0% | 0.99% | +131.5% |
| Q4 2021 | $31,480,000 | +0.4% | 1,000,000 | 0.0% | 0.43% | -5.7% |
| Q3 2021 | $31,360,000 | -1.1% | 1,000,000 | 0.0% | 0.45% | +1.8% |
| Q2 2021 | $31,695,447 | +5.7% | 1,000,000 | 0.0% | 0.45% | -0.4% |
| Q1 2021 | $29,988,713 | -9.4% | 1,000,000 | 0.0% | 0.45% | -9.5% |
| Q4 2020 | $33,100,000 | – | 1,000,000 | – | 0.50% | – |
Download | ||||||
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% |