SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 19 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| 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% |