SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 380 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $1,865,000 | +0.9% | 59,502 | -2.7% | 0.12% | -17.9% |
| Q1 2020 | $1,849,000 | -3.8% | 61,130 | -2.0% | 0.14% | +26.1% |
| Q4 2019 | $1,923,000 | +1.5% | 62,355 | +1.5% | 0.11% | -7.5% |
| Q3 2019 | $1,895,000 | +13.6% | 61,436 | +13.4% | 0.12% | +7.1% |
| Q2 2019 | $1,668,000 | +4.2% | 54,195 | +3.4% | 0.11% | +12.0% |
| Q1 2019 | $1,601,000 | +3.2% | 52,393 | +1.7% | 0.10% | -13.0% |
| Q4 2018 | $1,552,000 | -5.3% | 51,493 | -5.2% | 0.12% | -1.7% |
| Q3 2018 | $1,639,000 | +4.4% | 54,313 | +4.4% | 0.12% | -2.5% |
| Q2 2018 | $1,570,000 | -99.9% | 52,043 | -0.3% | 0.12% | -8.4% |
| Q1 2018 | $1,576,682,000 | – | 52,208 | – | 0.13% | – |
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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% |