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 | $16,897,481 | -56.6% | 612,614 | -54.6% | 0.01% | -50.0% |
| Q2 2023 | $38,891,941 | +330.3% | 1,348,695 | +336.8% | 0.01% | +300.0% |
| Q1 2023 | $9,038,166 | +19.7% | 308,767 | +16.1% | 0.00% | 0.0% |
| Q4 2022 | $7,548,000 | +150860.0% | 266,029 | +161129.7% | 0.00% | – |
| Q4 2013 | $5,000 | 0.0% | 165 | 0.0% | 0.00% | – |
| Q3 2013 | $5,000 | 0.0% | 165 | 0.0% | 0.00% | – |
| Q2 2013 | $5,000 | – | 165 | – | 0.00% | – |
Download | ||||||
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% |