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 | $2,281,389 | +16.7% | 77,810 | +17.2% | 0.03% | +17.9% |
| Q2 2023 | $1,954,787 | -0.2% | 66,399 | +0.4% | 0.03% | -9.7% |
| Q1 2023 | $1,959,402 | +43.4% | 66,129 | +42.2% | 0.03% | +29.2% |
| Q4 2022 | $1,366,346 | +88.2% | 46,506 | +87.1% | 0.02% | +71.4% |
| Q3 2022 | $726,000 | -89.3% | 24,862 | -88.7% | 0.01% | -86.9% |
| Q4 2021 | $6,795,000 | +1830.4% | 219,412 | +1850.0% | 0.11% | +1683.3% |
| Q3 2021 | $352,000 | +0.6% | 11,252 | +0.8% | 0.01% | 0.0% |
| Q2 2021 | $350,000 | – | 11,167 | – | 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% |