SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 508 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15 | -74.6% | 516 | -74.2% | 0.00% | – |
| Q4 2022 | $59 | -100.0% | 2,000 | -90.5% | 0.00% | -100.0% |
| Q2 2018 | $634,000 | -0.2% | 21,020 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $635,000 | -16.6% | 21,020 | -16.0% | 0.00% | -33.3% |
| Q4 2017 | $761,000 | -21.3% | 25,020 | -20.6% | 0.00% | -25.0% |
| Q3 2017 | $967,000 | +0.1% | 31,520 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $966,000 | +0.1% | 31,520 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $965,000 | -17.9% | 31,520 | -18.2% | 0.00% | -20.0% |
| Q4 2016 | $1,176,000 | -0.8% | 38,520 | 0.0% | 0.01% | -16.7% |
| Q3 2016 | $1,185,000 | -0.1% | 38,520 | 0.0% | 0.01% | -14.3% |
| Q2 2016 | $1,186,000 | +15.5% | 38,520 | +14.9% | 0.01% | +16.7% |
| Q1 2016 | $1,027,000 | -1.2% | 33,520 | -2.0% | 0.01% | 0.0% |
| Q4 2015 | $1,040,000 | -55.3% | 34,209 | -55.1% | 0.01% | -53.8% |
| Q3 2015 | $2,327,000 | +250.5% | 76,249 | +251.2% | 0.01% | +333.3% |
| Q2 2015 | $664,000 | -50.3% | 21,709 | -50.0% | 0.00% | -57.1% |
| Q1 2015 | $1,335,000 | +0.6% | 43,415 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $1,327,000 | -50.2% | 43,415 | -50.0% | 0.01% | -12.5% |
| Q3 2014 | $2,664,000 | +99.1% | 86,830 | +100.0% | 0.01% | 0.0% |
| Q2 2014 | $1,338,000 | +0.2% | 43,415 | 0.0% | 0.01% | -11.1% |
| Q1 2014 | $1,335,000 | – | 43,415 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Occidental Asset Management, LLC | 798,907 | $25,086,000 | 8.31% |
| Cedar Mountain Advisors, LLC | 721,802 | $22,665,000 | 8.10% |
| Hirtle Callaghan & Co LLC | 3,380,221 | $106,181,000 | 8.05% |
| Baystate Wealth Management LLC | 2,048,298 | $64,317,000 | 7.33% |
| TPG Financial Advisors, LLC | 303,283 | $9,523,000 | 7.07% |
| Compass Financial Group, Inc. | 368,107 | $11,559,000 | 6.96% |
| Windward Private Wealth Management Inc. | 463,564 | $14,556,000 | 6.80% |
| Rodgers & Associates, LTD | 1,173,864 | $36,859,000 | 6.74% |
| Buckingham Capital Management, Inc. | 1,217,269 | $38,222,000 | 6.73% |
| Sunflower Bank, N.A. | 1,212,681 | $38,078,000 | 6.54% |