SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 422 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $246,727 | +99386.7% | 8,415 | -0.2% | 0.01% | 0.0% |
| Q2 2023 | $248 | -99.9% | 8,436 | -5.1% | 0.01% | -30.0% |
| Q3 2022 | $260,000 | -70.7% | 8,887 | -70.2% | 0.01% | -68.8% |
| Q2 2022 | $886,000 | -53.3% | 29,810 | -52.7% | 0.03% | -44.8% |
| Q1 2022 | $1,899,000 | +14.3% | 63,054 | +17.5% | 0.06% | +18.4% |
| Q4 2021 | $1,662,000 | +15.2% | 53,659 | +16.3% | 0.05% | +2.1% |
| Q3 2021 | $1,443,000 | +2.7% | 46,155 | +2.8% | 0.05% | +2.1% |
| Q2 2021 | $1,405,000 | +11.8% | 44,895 | +11.9% | 0.05% | +6.8% |
| Q1 2021 | $1,257,000 | -14.5% | 40,134 | -14.3% | 0.04% | -21.4% |
| Q4 2020 | $1,470,000 | +51.4% | 46,806 | +51.4% | 0.06% | +33.3% |
| Q3 2020 | $971,000 | +39.7% | 30,925 | +39.3% | 0.04% | +23.5% |
| Q2 2020 | $695,000 | +12.6% | 22,193 | +8.8% | 0.03% | -5.6% |
| Q1 2020 | $617,000 | +44.5% | 20,405 | +47.4% | 0.04% | +80.0% |
| Q4 2019 | $427,000 | -2.3% | 13,841 | -2.3% | 0.02% | -13.0% |
| Q3 2019 | $437,000 | +4.3% | 14,166 | +4.3% | 0.02% | 0.0% |
| Q2 2019 | $419,000 | +7.4% | 13,588 | +6.4% | 0.02% | +4.5% |
| Q1 2019 | $390,000 | +8.9% | 12,768 | +7.5% | 0.02% | -4.3% |
| Q4 2018 | $358,000 | -1.9% | 11,876 | -1.7% | 0.02% | +9.5% |
| Q3 2018 | $365,000 | +15.9% | 12,083 | +15.7% | 0.02% | +10.5% |
| Q2 2018 | $315,000 | – | 10,444 | – | 0.02% | – |
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% |