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 | $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 ↓ |
|---|---|---|---|
| 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% |