SPDR SER TR's ticker is SPBO and the CUSIP is 78464A144. A total of 81 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,625,979 | +4.8% | 167,729 | +9.8% | 0.94% | +6.7% |
| Q2 2023 | $4,412,562 | +6.8% | 152,816 | +8.2% | 0.88% | +2.9% |
| Q1 2023 | $4,131,036 | +48.0% | 141,232 | +43.6% | 0.86% | +40.2% |
| Q4 2022 | $2,790,804 | +903.9% | 98,337 | +882.6% | 0.61% | +827.3% |
| Q3 2022 | $278,000 | +4.1% | 10,008 | +11.0% | 0.07% | +8.2% |
| Q2 2022 | $267,000 | – | 9,017 | – | 0.06% | – |
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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% |