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 | $278,540 | -0.4% | 9,500 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $279,680 | -22.7% | 9,500 | -19.1% | 0.01% | -61.1% |
| Q2 2016 | $362,000 | +4.0% | 11,750 | +3.3% | 0.04% | 0.0% |
| Q1 2016 | $348,000 | -22.0% | 11,370 | -22.5% | 0.04% | -25.0% |
| Q4 2015 | $446,000 | -38.8% | 14,670 | -38.5% | 0.05% | -34.2% |
| Q3 2015 | $729,000 | -0.1% | 23,870 | 0.0% | 0.07% | +7.4% |
| Q2 2015 | $730,000 | -0.5% | 23,870 | 0.0% | 0.07% | +25.9% |
| Q1 2015 | $734,000 | +0.5% | 23,870 | 0.0% | 0.05% | 0.0% |
| Q4 2014 | $730,000 | -2.0% | 23,870 | -1.6% | 0.05% | 0.0% |
| Q3 2014 | $745,000 | -0.4% | 24,270 | 0.0% | 0.05% | 0.0% |
| Q2 2014 | $748,000 | +61.2% | 24,270 | +60.7% | 0.05% | +54.3% |
| Q1 2014 | $464,000 | -64.5% | 15,100 | -64.6% | 0.04% | -66.3% |
| Q4 2013 | $1,307,000 | -0.2% | 42,600 | 0.0% | 0.10% | -6.3% |
| Q3 2013 | $1,310,000 | -15.4% | 42,600 | -15.8% | 0.11% | -21.8% |
| Q2 2013 | $1,548,000 | – | 50,600 | – | 0.14% | – |
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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% |