SPDR SER TR's ticker is SPBO and the CUSIP is 78464A144. A total of 41 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $278,006 | +30.8% | 10,080 | +37.0% | 0.00% | – |
| Q2 2023 | $212,491 | +40.0% | 7,359 | +41.8% | 0.00% | – |
| Q1 2023 | $151,749 | +49.4% | 5,188 | +44.9% | 0.00% | – |
| Q4 2022 | $101,600 | +23.9% | 3,580 | +21.0% | 0.00% | – |
| Q3 2022 | $82,000 | -5.7% | 2,958 | 0.0% | 0.00% | – |
| Q2 2022 | $87,000 | -52.5% | 2,958 | -48.4% | 0.00% | – |
| Q1 2022 | $183,000 | -8.0% | 5,730 | 0.0% | 0.00% | – |
| Q4 2021 | $199,000 | -1.0% | 5,730 | 0.0% | 0.00% | – |
| Q3 2021 | $201,000 | -1.0% | 5,730 | 0.0% | 0.00% | – |
| Q2 2021 | $203,000 | +3.0% | 5,730 | 0.0% | 0.00% | – |
| Q1 2021 | $197,000 | -5.3% | 5,730 | 0.0% | 0.00% | – |
| Q4 2020 | $208,000 | +2.5% | 5,730 | 0.0% | 0.00% | – |
| Q3 2020 | $203,000 | -52.3% | 5,730 | -52.6% | 0.00% | – |
| Q2 2020 | $426,000 | -95.4% | 12,085 | -96.0% | 0.00% | -100.0% |
| Q3 2018 | $9,265,000 | – | 300,000 | – | 0.01% | – |
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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% |