SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 559 filers reported holding SPDR SER TR in Q4 2022. 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 ↓ |
|---|---|---|---|
| Walker Financial Services, Inc. | 833,827 | $24,447,798 | 23.76% |
| Advocacy Wealth Management Services, LLC | 3,559,995 | $104,379,056 | 11.61% |
| Flagstone Financial Management | 815,069 | $23,897,794 | 10.93% |
| Coulter & Justus Financial Services, LLC | 465,568 | $13,650,451 | 9.93% |
| Obsidian Personal Planning Solutions LLC | 393,722 | $11,543,930 | 9.86% |
| CAPITAL WEALTH MANAGEMENT, LLC | 584,486 | $17,137,130 | 9.40% |
| Concord Wealth Partners | 1,105,607 | $32,416,392 | 6.89% |
| Litman Gregory Wealth Management LLC | 2,109,966 | $61,864,199 | 6.38% |
| Rodgers & Associates, LTD | 1,390,202 | $40,760,725 | 6.16% |
| Cedar Mountain Advisors, LLC | 699,699 | $20,515,169 | 6.05% |