SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 329 filers reported holding SPDR SER TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,174,387 | -18.5% | 40,068 | -18.1% | 0.04% | -14.3% |
Q2 2023 | $1,440,383 | -20.4% | 48,943 | -19.8% | 0.05% | -25.8% |
Q1 2023 | $1,808,693 | +3.2% | 61,043 | +2.4% | 0.07% | -4.3% |
Q4 2022 | $1,751,979 | +0.6% | 59,632 | 0.0% | 0.07% | -6.8% |
Q3 2022 | $1,742,000 | -12.8% | 59,632 | -11.3% | 0.07% | -9.8% |
Q2 2022 | $1,998,000 | +95.5% | 67,224 | +98.2% | 0.08% | +121.6% |
Q1 2022 | $1,022,000 | -5.5% | 33,921 | -2.9% | 0.04% | -5.1% |
Q4 2021 | $1,081,000 | -0.9% | 34,921 | 0.0% | 0.04% | -13.3% |
Q3 2021 | $1,091,000 | -4.8% | 34,921 | -4.6% | 0.04% | -6.2% |
Q2 2021 | $1,146,000 | +15.9% | 36,596 | +15.8% | 0.05% | +9.1% |
Q1 2021 | $989,000 | -0.3% | 31,596 | 0.0% | 0.04% | -12.0% |
Q4 2020 | $992,000 | -0.2% | 31,596 | -0.3% | 0.05% | -12.3% |
Q3 2020 | $994,000 | -0.9% | 31,701 | -0.9% | 0.06% | -9.5% |
Q2 2020 | $1,003,000 | +3.6% | 32,001 | 0.0% | 0.06% | -14.9% |
Q1 2020 | $968,000 | -1.9% | 32,001 | 0.0% | 0.07% | +17.5% |
Q4 2019 | $987,000 | +1.8% | 32,001 | +1.8% | 0.06% | -7.4% |
Q3 2019 | $970,000 | +2.3% | 31,441 | +2.0% | 0.07% | +1.5% |
Q2 2019 | $948,000 | +0.4% | 30,813 | -0.2% | 0.07% | -4.3% |
Q1 2019 | $944,000 | +22.3% | 30,888 | +20.5% | 0.07% | +9.4% |
Q4 2018 | $772,000 | -17.9% | 25,639 | -17.7% | 0.06% | -5.9% |
Q3 2018 | $940,000 | -1.3% | 31,145 | -1.3% | 0.07% | -9.3% |
Q2 2018 | $952,000 | -13.3% | 31,551 | -13.2% | 0.08% | -16.7% |
Q1 2018 | $1,098,000 | -2.2% | 36,353 | -1.6% | 0.09% | -6.2% |
Q4 2017 | $1,123,000 | -1.2% | 36,930 | -0.4% | 0.10% | -9.4% |
Q3 2017 | $1,137,000 | -6.3% | 37,095 | -6.3% | 0.11% | -9.4% |
Q2 2017 | $1,213,000 | +0.1% | 39,595 | 0.0% | 0.12% | -3.3% |
Q1 2017 | $1,212,000 | -3.2% | 39,595 | -3.5% | 0.12% | -9.0% |
Q4 2016 | $1,252,000 | -11.3% | 41,020 | -10.6% | 0.13% | -16.9% |
Q3 2016 | $1,411,000 | +30.5% | 45,870 | +30.6% | 0.16% | +30.1% |
Q2 2016 | $1,081,000 | -0.1% | 35,120 | -0.6% | 0.12% | -3.1% |
Q1 2016 | $1,082,000 | +0.7% | 35,345 | 0.0% | 0.13% | +0.8% |
Q4 2015 | $1,074,000 | +5.2% | 35,345 | +5.7% | 0.13% | +0.8% |
Q3 2015 | $1,021,000 | +2.5% | 33,451 | +2.8% | 0.12% | +12.6% |
Q2 2015 | $996,000 | -0.4% | 32,536 | 0.0% | 0.11% | 0.0% |
Q1 2015 | $1,000,000 | -1.3% | 32,536 | -1.7% | 0.11% | -1.8% |
Q4 2014 | $1,013,000 | -3.1% | 33,111 | -2.8% | 0.11% | -5.8% |
Q3 2014 | $1,045,000 | +6.7% | 34,061 | +7.2% | 0.12% | +9.1% |
Q2 2014 | $979,000 | -0.8% | 31,773 | -1.0% | 0.11% | -5.2% |
Q1 2014 | $987,000 | -2.8% | 32,083 | -3.0% | 0.12% | -4.9% |
Q4 2013 | $1,015,000 | -0.7% | 33,063 | -0.6% | 0.12% | -10.9% |
Q3 2013 | $1,022,000 | -21.1% | 33,263 | -21.5% | 0.14% | -26.7% |
Q2 2013 | $1,296,000 | – | 42,363 | – | 0.19% | – |
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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% |