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 | $2,941,909 | +8.8% | 100,337 | +9.3% | 0.30% | +11.3% |
| Q2 2023 | $2,703,790 | +16.0% | 91,840 | +16.8% | 0.27% | +9.0% |
| Q1 2023 | $2,329,893 | +32.7% | 78,632 | +31.6% | 0.24% | +23.9% |
| Q4 2022 | $1,755,645 | +95.1% | 59,756 | +94.0% | 0.20% | +51.5% |
| Q3 2022 | $900,000 | -81.6% | 30,800 | -81.3% | 0.13% | -80.2% |
| Q2 2022 | $4,901,000 | -2.2% | 164,851 | -0.9% | 0.66% | +9.3% |
| Q1 2022 | $5,012,000 | +176.8% | 166,351 | +184.5% | 0.60% | +152.9% |
| Q4 2021 | $1,811,000 | -1.3% | 58,481 | -0.3% | 0.24% | -14.4% |
| Q3 2021 | $1,834,000 | – | 58,676 | – | 0.28% | – |
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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% |