SPDR SER TR's ticker is SPLB and the CUSIP is 78464A367. A total of 124 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
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 ↓ |
|---|---|---|---|
| PETERSON WEALTH MANAGEMENT | 265,798 | $8,335,000 | 6.46% |
| Stadion Money Management, LLC | 1,320,121 | $41,399,000 | 2.73% |
| HORIZON FINANCIAL SERVICES, LLC | 116,596 | $3,656,000 | 2.41% |
| Aspire Private Capital, LLC | 190,694 | $5,980,000 | 2.00% |
| Advisory Alpha, LLC | 818,187 | $25,660,000 | 1.77% |
| NYL Investors LLC | 408,650 | $12,815,000 | 1.43% |
| Elevated Capital Advisors, LLC | 128,498 | $4,030,000 | 1.39% |
| CLIENT 1ST ADVISORY GROUP, LLC | 48,682 | $1,527,000 | 0.78% |
| CFS Investment Advisory Services, LLC | 137,841 | $4,323,000 | 0.59% |
| TRUEFG, LLC | 35,689 | $1,137,000 | 0.52% |