SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 559 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $576,571 | +63750.6% | 19,459 | -36.7% | 0.14% | -37.3% |
| Q4 2022 | $903 | -100.0% | 30,750 | -70.6% | 0.22% | -72.4% |
| Q3 2022 | $3,051,000 | -63.5% | 104,420 | -62.9% | 0.81% | -17.8% |
| Q2 2022 | $8,366,000 | +58.1% | 281,430 | +60.3% | 0.99% | -12.4% |
| Q1 2022 | $5,290,000 | -1.1% | 175,565 | +1.7% | 1.13% | +2.5% |
| Q4 2021 | $5,349,000 | +10.7% | 172,700 | +11.7% | 1.10% | +2.7% |
| Q3 2021 | $4,830,000 | +18.5% | 154,560 | +18.7% | 1.07% | +17.5% |
| Q2 2021 | $4,075,000 | +555.1% | 130,195 | +555.9% | 0.91% | +516.9% |
| Q1 2021 | $622,000 | – | 19,850 | – | 0.15% | – |
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% |