SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 380 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,553,246 | -6.9% | 53,013 | -6.5% | 0.28% | -6.4% |
| Q2 2023 | $1,668,512 | -4.6% | 56,675 | -4.0% | 0.30% | -12.9% |
| Q1 2023 | $1,749,620 | -7.0% | 59,049 | -7.8% | 0.34% | -15.0% |
| Q4 2022 | $1,881,879 | +42.1% | 64,053 | +41.6% | 0.40% | +26.6% |
| Q3 2022 | $1,324,000 | +552.2% | 45,245 | +597.0% | 0.32% | +124.1% |
| Q2 2020 | $203,000 | +1.5% | 6,491 | -1.9% | 0.14% | -28.8% |
| Q1 2020 | $200,000 | -4.3% | 6,616 | -2.3% | 0.20% | +13.1% |
| Q4 2019 | $209,000 | – | 6,774 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Coulter & Justus Financial Services, LLC | 639,835 | $19,022,000 | 15.30% |
| Advocacy Wealth Management Services, LLC | 2,693,637 | $80,082,000 | 12.88% |
| Astor Investment Management LLC | 1,324,800 | $39,386,000 | 10.55% |
| TPG Financial Advisors, LLC | 477,388 | $14,193,000 | 9.51% |
| IRON Financial LLC | 590,543 | $17,557,000 | 9.19% |
| Cedar Mountain Advisors, LLC | 860,330 | $25,578,000 | 8.75% |
| Marion Wealth Management | 554,010 | $16,471,000 | 8.63% |
| Sunflower Bank, N.A. | 1,430,451 | $42,527,000 | 8.41% |
| PECAUT & CO. | 493,506 | $14,672,000 | 8.27% |
| Rodgers & Associates, LTD | 1,395,072 | $41,475,000 | 7.11% |