SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 531 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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Compass Financial Group, Inc. | 368,292 | $11,251,000 | 11.13% |
| Titan Capital Management, LLC /TX | 342,777 | $10,472,000 | 10.71% |
| Great Point Wealth Advisors, LLC | 400,225 | $12,226,000 | 10.38% |
| TPG Financial Advisors, LLC | 343,224 | $10,451,000 | 10.10% |
| Hirtle Callaghan & Co LLC | 4,066,167 | $124,221,000 | 10.07% |
| Asset Planning Services, Ltd. | 653,722 | $19,971,000 | 9.44% |
| Baystate Wealth Management LLC | 2,037,831 | $62,175,000 | 8.23% |
| Occidental Asset Management, LLC | 526,614 | $16,088,000 | 7.74% |
| NICOLET ADVISORY SERVICES, LLC | 1,454,767 | $44,443,000 | 7.54% |
| MBM Wealth Consultants, LLC | 251,358 | $7,679,000 | 6.73% |