SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 307 filers reported holding SPDR SER TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $244 | -31.7% | 8,319 | -31.4% | 0.01% | -29.4% |
Q2 2023 | $357 | +25.7% | 12,130 | +26.8% | 0.02% | +21.4% |
Q1 2023 | $284 | +1.1% | 9,570 | +0.2% | 0.01% | -6.7% |
Q4 2022 | $281 | -99.9% | 9,553 | +2.8% | 0.02% | 0.0% |
Q3 2022 | $271,000 | -83.0% | 9,290 | -82.0% | 0.02% | -90.4% |
Q3 2019 | $1,592,000 | +193.2% | 51,595 | +192.3% | 0.16% | +183.6% |
Q2 2019 | $543,000 | -24.3% | 17,654 | -25.8% | 0.06% | -40.2% |
Q4 2018 | $717,000 | +7.3% | 23,785 | +7.4% | 0.09% | +21.1% |
Q3 2018 | $668,000 | +7.4% | 22,137 | +7.3% | 0.08% | -1.3% |
Q2 2018 | $622,000 | – | 20,625 | – | 0.08% | – |
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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% |