SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 494 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,347,565 | -14.1% | 80,067 | -13.8% | 0.00% | -25.0% |
| Q2 2023 | $2,733,070 | +1.5% | 92,835 | +2.2% | 0.00% | 0.0% |
| Q1 2023 | $2,691,724 | +2.2% | 90,845 | +1.3% | 0.00% | 0.0% |
| Q4 2022 | $2,634,923 | +415.6% | 89,684 | +412.9% | 0.00% | +300.0% |
| Q3 2022 | $511,000 | -16.2% | 17,484 | -14.9% | 0.00% | 0.0% |
| Q2 2022 | $610,000 | +13.4% | 20,535 | +15.0% | 0.00% | 0.0% |
| Q1 2022 | $538,000 | -23.4% | 17,858 | -21.1% | 0.00% | 0.0% |
| Q4 2021 | $702,000 | +13.8% | 22,642 | +14.8% | 0.00% | 0.0% |
| Q3 2021 | $617,000 | +16.9% | 19,722 | +17.1% | 0.00% | 0.0% |
| Q2 2021 | $528,000 | +125.6% | 16,847 | +125.7% | 0.00% | – |
| Q1 2021 | $234,000 | +5.4% | 7,463 | +5.6% | 0.00% | -100.0% |
| Q4 2020 | $222,000 | +55.2% | 7,069 | +54.6% | 0.00% | – |
| Q3 2020 | $143,000 | -11.7% | 4,571 | -11.4% | 0.00% | – |
| Q2 2020 | $162,000 | +134.8% | 5,160 | +125.0% | 0.00% | – |
| Q1 2020 | $69,000 | -80.3% | 2,293 | -79.8% | 0.00% | -100.0% |
| Q4 2019 | $350,000 | +6900.0% | 11,349 | +7415.9% | 0.00% | – |
| Q3 2019 | $5,000 | -54.5% | 151 | -60.4% | 0.00% | – |
| Q1 2019 | $11,000 | 0.0% | 381 | +3.8% | 0.00% | – |
| Q4 2018 | $11,000 | +1000.0% | 367 | +1210.7% | 0.00% | – |
| Q3 2018 | $1,000 | -98.2% | 28 | -98.5% | 0.00% | – |
| Q2 2018 | $55,000 | +66.7% | 1,818 | +67.1% | 0.00% | – |
| Q4 2016 | $33,000 | +6.5% | 1,088 | +7.8% | 0.00% | -100.0% |
| Q1 2016 | $31,000 | +19.2% | 1,009 | +20.4% | 0.00% | 0.0% |
| Q1 2015 | $26,000 | +100.0% | 838 | +103.9% | 0.00% | 0.0% |
| Q2 2014 | $13,000 | +333.3% | 411 | +377.9% | 0.00% | – |
| Q3 2013 | $3,000 | -90.3% | 86 | -91.4% | 0.00% | -100.0% |
| Q2 2013 | $31,000 | – | 1,000 | – | 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% |