SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 528 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $990 | -71.9% | 33,756 | -71.8% | 0.02% | -73.2% |
| Q2 2023 | $3,528 | +46.3% | 119,833 | +47.3% | 0.06% | +36.6% |
| Q1 2023 | $2,411 | -99.8% | 81,369 | +67.4% | 0.04% | +64.0% |
| Q4 2022 | $1,428,000 | -99.9% | 48,616 | -37.2% | 0.02% | -44.4% |
| Q3 2022 | $2,262,000,000 | +77445.4% | 77,404 | -21.1% | 0.04% | -21.1% |
| Q2 2022 | $2,917,000 | +42.9% | 98,129 | +44.9% | 0.06% | +58.3% |
| Q1 2022 | $2,041,000 | -99.8% | 67,733 | +73.6% | 0.04% | +71.4% |
| Q4 2021 | $1,209,000,000 | +123016.1% | 39,025 | +24.2% | 0.02% | +5.0% |
| Q3 2021 | $982,000 | +15.8% | 31,410 | +16.0% | 0.02% | +11.1% |
| Q2 2021 | $848,000 | +34.6% | 27,080 | +34.5% | 0.02% | +20.0% |
| Q1 2021 | $630,000 | +85.8% | 20,129 | +86.2% | 0.02% | +66.7% |
| Q4 2020 | $339,000 | +54.8% | 10,808 | +54.7% | 0.01% | +28.6% |
| Q3 2020 | $219,000 | – | 6,988 | – | 0.01% | – |
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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% |