SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 531 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,636,056 | -0.4% | 55,800 | 0.0% | 0.02% | -11.5% |
Q2 2023 | $1,642,752 | -56.3% | 55,800 | -56.1% | 0.03% | -55.2% |
Q1 2023 | $3,763,010 | -89.0% | 127,000 | -89.1% | 0.06% | -87.7% |
Q4 2022 | $34,257,080 | +5.3% | 1,166,000 | +4.8% | 0.47% | -15.0% |
Q3 2022 | $32,522,000 | -1.7% | 1,113,000 | 0.0% | 0.56% | -5.8% |
Q2 2022 | $33,089,000 | -1.3% | 1,113,000 | 0.0% | 0.59% | +15.5% |
Q1 2022 | $33,535,000 | -2.7% | 1,113,000 | 0.0% | 0.51% | +8.1% |
Q4 2021 | $34,470,000 | -0.9% | 1,113,000 | 0.0% | 0.47% | -26.5% |
Q3 2021 | $34,781,000 | -0.2% | 1,113,000 | 0.0% | 0.64% | +9.4% |
Q2 2021 | $34,837,000 | -0.0% | 1,113,000 | 0.0% | 0.59% | -10.1% |
Q1 2021 | $34,848,000 | -0.3% | 1,113,000 | 0.0% | 0.65% | -1.1% |
Q4 2020 | $34,948,000 | +0.1% | 1,113,000 | 0.0% | 0.66% | -22.8% |
Q3 2020 | $34,915,000 | +0.1% | 1,113,000 | 0.0% | 0.86% | +9.9% |
Q2 2020 | $34,881,000 | – | 1,113,000 | – | 0.78% | – |
Download |
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% |