SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 459 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $130,591 | -0.4% | 4,454 | 0.0% | 0.02% | +5.9% |
| Q2 2023 | $131,126 | +5.8% | 4,454 | +6.5% | 0.02% | +6.2% |
| Q1 2023 | $123,972 | +109609.7% | 4,184 | +8.8% | 0.02% | +6.7% |
| Q4 2022 | $113 | -99.9% | 3,845 | 0.0% | 0.02% | -6.2% |
| Q3 2022 | $112,000 | -1.8% | 3,845 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $114,000 | +119.2% | 3,845 | +121.2% | 0.02% | +166.7% |
| Q1 2022 | $52,000 | -44.7% | 1,738 | -42.6% | 0.01% | -40.0% |
| Q4 2021 | $94,000 | +74.1% | 3,029 | +74.3% | 0.01% | +66.7% |
| Q3 2021 | $54,000 | 0.0% | 1,738 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $54,000 | 0.0% | 1,738 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $54,000 | – | 1,738 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Walker Financial Services, Inc. | 683,647 | $20,256,471 | 20.88% |
| Advocacy Wealth Management Services, LLC | 3,227,590 | $95,633,499 | 11.61% |
| Coulter & Justus Financial Services, LLC | 591,131 | $17,515,209 | 11.42% |
| Astor Investment Management LLC | 1,118,834 | $33,151 | 10.71% |
| Flagstone Financial Management | 629,779 | $18,660,358 | 9.31% |
| PECAUT & CO. | 625,440 | $18,531,772 | 8.44% |
| CAPITAL WEALTH MANAGEMENT, LLC | 482,555 | $14,298,104 | 8.21% |
| TPG Financial Advisors, LLC | 485,265 | $14,378,392 | 7.86% |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | 1,479,614 | $43,840,963 | 6.78% |
| Coury Firm Asset Management LLC | 151,582 | $4,691,259 | 6.59% |