SPDR SER TR's ticker is SPLB and the CUSIP is 78464A367. A total of 106 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $526,911 | -5.7% | 24,808 | +3.3% | 0.00% | 0.0% |
| Q2 2023 | $558,752 | -9.4% | 24,022 | -8.0% | 0.00% | 0.0% |
| Q1 2023 | $616,576 | +22.3% | 26,104 | +16.2% | 0.00% | 0.0% |
| Q4 2022 | $504,289 | -2.6% | 22,463 | -5.7% | 0.00% | 0.0% |
| Q3 2022 | $518,000 | +157.7% | 23,829 | +272.7% | 0.00% | – |
| Q4 2021 | $201,000 | -8.2% | 6,394 | -8.3% | 0.00% | – |
| Q3 2021 | $219,000 | -12.7% | 6,973 | -16.2% | 0.00% | – |
| Q1 2021 | $251,000 | -30.3% | 8,317 | -23.4% | 0.00% | -100.0% |
| Q4 2020 | $360,000 | +5.3% | 10,864 | +0.9% | 0.00% | 0.0% |
| Q3 2020 | $342,000 | – | 10,772 | – | 0.00% | – |
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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% |