SPDR SER TR's ticker is SPLB and the CUSIP is 78464A367. A total of 111 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 1.71 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $4,629,000 | +4.3% | 153,731 | +4.2% | 3.65% | -7.7% |
| Q3 2019 | $4,438,000 | +9.6% | 147,489 | +4.7% | 3.96% | +14.4% |
| Q2 2019 | $4,050,000 | +1109.0% | 140,876 | +1040.0% | 3.46% | +1009.3% |
| Q1 2019 | $335,000 | +31.4% | 12,358 | +22.9% | 0.31% | +13.9% |
| Q4 2018 | $255,000 | – | 10,059 | – | 0.27% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 358,581 | $7,616,263 | 7.89% |
| Wayfinding Financial, LLC | 207,339 | $4,344 | 3.28% |
| Twelve Points Wealth Management LLC | 307,864 | $6,539,031 | 3.26% |
| Hedeker Wealth, LLC | 309,151 | $6,566,371 | 2.28% |
| Collaborative Wealth Managment Inc. | 155,192 | $3,296,276 | 1.97% |
| NYL Investors LLC | 1,876,350 | $39,853,674 | 1.63% |
| ROCKLAND TRUST CO | 1,240,473 | $26,347,647 | 1.59% |
| Legacy Financial Group LLC | 269,162 | $5,717,004,000 | 1.34% |
| VAN STRUM & TOWNE INC. | 80,340 | $1,706,422 | 0.72% |
| Elevated Capital Advisors, LLC | 91,394 | $1,941,211 | 0.66% |