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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,334 | +164.4% | 250,126 | +165.4% | 0.02% | +183.3% |
| Q2 2023 | $2,774 | -54.8% | 94,236 | -54.5% | 0.01% | -53.8% |
| Q1 2023 | $6,142 | +134.1% | 207,303 | +132.1% | 0.01% | +116.7% |
| Q4 2022 | $2,624 | -99.8% | 89,303 | +61.5% | 0.01% | +50.0% |
| Q3 2022 | $1,616,000 | -67.7% | 55,303 | -67.1% | 0.00% | -60.0% |
| Q2 2022 | $5,004,000 | +159.1% | 168,303 | +169.9% | 0.01% | +233.3% |
| Q4 2021 | $1,931,000 | +3613.5% | 62,349 | +3681.0% | 0.00% | – |
| Q3 2021 | $52,000 | 0.0% | 1,649 | 0.0% | 0.00% | – |
| Q2 2021 | $52,000 | -99.3% | 1,649 | -99.3% | 0.00% | -100.0% |
| Q1 2021 | $7,293,000 | +79.1% | 232,933 | +79.6% | 0.02% | +60.0% |
| Q4 2020 | $4,072,000 | – | 129,684 | – | 0.01% | – |
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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% |