SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 546 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $338,818 | -2.1% | 11,408 | -1.8% | 0.00% | 0.0% |
| Q1 2024 | $345,928 | +51.6% | 11,620 | +51.7% | 0.00% | 0.0% |
| Q4 2023 | $228,115 | -9.1% | 7,660 | -10.5% | 0.00% | 0.0% |
| Q3 2023 | $250,980 | +4.2% | 8,560 | +4.6% | 0.00% | 0.0% |
| Q2 2023 | $240,908 | -0.6% | 8,183 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $242,462 | -1.8% | 8,183 | -2.6% | 0.00% | 0.0% |
| Q4 2022 | $246,821 | +0.7% | 8,401 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $245,000 | -25.1% | 8,401 | -23.7% | 0.00% | -50.0% |
| Q2 2022 | $327,000 | -1.5% | 11,012 | 0.0% | 0.00% | +100.0% |
| Q1 2022 | $332,000 | -2.6% | 11,012 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $341,000 | -0.9% | 11,012 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $344,000 | -0.3% | 11,012 | 0.0% | 0.00% | -50.0% |
| Q2 2021 | $345,000 | -49.0% | 11,012 | -49.0% | 0.00% | 0.0% |
| Q1 2021 | $676,000 | +99.4% | 21,588 | +100.0% | 0.00% | 0.0% |
| Q4 2020 | $339,000 | -8.1% | 10,794 | -8.1% | 0.00% | 0.0% |
| Q3 2020 | $369,000 | +0.3% | 11,751 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $368,000 | +3.1% | 11,751 | -0.4% | 0.00% | 0.0% |
| Q1 2020 | $357,000 | +10.9% | 11,801 | +13.0% | 0.00% | 0.0% |
| Q4 2019 | $322,000 | +21.5% | 10,440 | +19.9% | 0.00% | 0.0% |
| Q4 2015 | $265,000 | +31.2% | 8,707 | +31.8% | 0.00% | +100.0% |
| Q2 2015 | $202,000 | – | 6,604 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hirtle Callaghan & Co LLC | 6,368,526 | $199,334,000 | 11.65% |
| IRON Financial LLC | 735,567 | $23,023,000 | 10.77% |
| Cedar Mountain Advisors, LLC | 808,487 | $25,306,000 | 8.36% |
| TPG Financial Advisors, LLC | 375,441 | $11,751,000 | 8.25% |
| Sunflower Bank, N.A. | 1,534,345 | $48,025,000 | 7.38% |
| Great Point Wealth Advisors, LLC | 638,180 | $19,975,000 | 6.97% |
| MTC Wealth Management LLC | 253,783 | $7,943,387,000 | 6.84% |
| Rodgers & Associates, LTD | 1,300,058 | $40,692,000 | 6.54% |
| Buckingham Capital Management, Inc. | 1,279,049 | $40,034,000 | 6.47% |
| Baystate Wealth Management LLC | 2,074,540 | $64,933,000 | 6.42% |