SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 508 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $104,584 | -82.4% | 3,567 | -81.6% | 0.00% | -80.0% |
| Q2 2017 | $593,000 | -1.5% | 19,343 | -1.7% | 0.01% | 0.0% |
| Q1 2017 | $602,000 | -1.3% | 19,676 | -1.5% | 0.01% | 0.0% |
| Q4 2016 | $610,000 | -4.8% | 19,972 | -4.1% | 0.01% | -9.1% |
| Q3 2016 | $641,000 | -1.1% | 20,832 | -1.1% | 0.01% | 0.0% |
| Q2 2016 | $648,000 | -4.8% | 21,068 | -5.2% | 0.01% | 0.0% |
| Q1 2016 | $681,000 | +9.7% | 22,227 | +8.8% | 0.01% | +10.0% |
| Q4 2015 | $621,000 | +182.3% | 20,421 | +182.9% | 0.01% | +150.0% |
| Q3 2015 | $220,000 | – | 7,219 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Occidental Asset Management, LLC | 798,907 | $25,086,000 | 8.31% |
| Cedar Mountain Advisors, LLC | 721,802 | $22,665,000 | 8.10% |
| Hirtle Callaghan & Co LLC | 3,380,221 | $106,181,000 | 8.05% |
| Baystate Wealth Management LLC | 2,048,298 | $64,317,000 | 7.33% |
| TPG Financial Advisors, LLC | 303,283 | $9,523,000 | 7.07% |
| Compass Financial Group, Inc. | 368,107 | $11,559,000 | 6.96% |
| Windward Private Wealth Management Inc. | 463,564 | $14,556,000 | 6.80% |
| Rodgers & Associates, LTD | 1,173,864 | $36,859,000 | 6.74% |
| Buckingham Capital Management, Inc. | 1,217,269 | $38,222,000 | 6.73% |
| Sunflower Bank, N.A. | 1,212,681 | $38,078,000 | 6.54% |