SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 339 filers reported holding SPDR SER TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $213,000 | -14.5% | 6,794 | -17.5% | 0.03% | -28.3% |
| Q1 2020 | $249,000 | -12.9% | 8,237 | -11.2% | 0.05% | +9.5% |
| Q4 2019 | $286,000 | -12.5% | 9,273 | -12.4% | 0.04% | -17.6% |
| Q3 2019 | $327,000 | -34.2% | 10,585 | -34.5% | 0.05% | -33.8% |
| Q2 2019 | $497,000 | +9.0% | 16,157 | +8.1% | 0.08% | +4.1% |
| Q1 2019 | $456,000 | +6.0% | 14,940 | +4.8% | 0.07% | -5.1% |
| Q4 2018 | $430,000 | – | 14,262 | – | 0.08% | – |
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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% |