WestEnd Advisors, LLC - SPDR SER TR ownership

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
WestEnd Advisors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$13,692
+33.9%
467
+35.4%
0.00%
Q1 2023$10,222
+1349.9%
345
+1337.5%
0.00%
Q4 2022$705
-98.0%
24
-98.1%
0.00%
-100.0%
Q3 2022$36,000
-100.0%
1,240
-99.9%
0.00%
-99.9%
Q2 2022$52,001,040,000
-57.1%
1,749,110
-56.5%
1.64%
-49.6%
Q1 2022$121,080,960,000
-2.5%
4,018,618
+0.2%
3.25%
-3.7%
Q4 2021$124,184,342,000
+5.5%
4,009,827
+6.4%
3.38%
-4.6%
Q3 2021$117,759,906,000
+9.3%
3,768,317
+9.5%
3.54%
+1.7%
Q2 2021$107,721,391,000
+42.4%
3,441,578
+42.5%
3.48%
+14.8%
Q1 2021$75,637,101,000
+26.3%
2,415,749
+26.7%
3.03%
+0.2%
Q4 2020$59,886,519,000
+5.4%
1,907,214
+5.3%
3.03%
-9.4%
Q3 2020$56,793,662,000
+24.1%
1,810,445
+24.0%
3.34%
+8.9%
Q2 2020$45,757,311,000
+37.6%
1,460,029
+32.8%
3.07%
+10.4%
Q1 2020$33,253,071,000
+0.4%
1,099,275
+2.3%
2.78%
+11.3%
Q4 2019$33,128,359,000
+9.7%
1,074,201
+9.7%
2.50%
+0.9%
Q3 2019$30,197,584,000
+27.9%
978,852
+27.6%
2.48%
+20.6%
Q2 2019$23,607,675,000
+30.4%
766,981
+29.5%
2.05%
+20.8%
Q1 2019$18,097,972,000
+23.6%
592,405
+22.0%
1.70%
+8.3%
Q4 2018$14,640,233,000
+19.9%
485,741
+20.1%
1.57%
+34.4%
Q3 2018$12,210,103,000
+10.9%
404,576
+10.8%
1.17%
+2.1%
Q2 2018$11,014,612,000
+10.5%
365,206
+10.6%
1.14%
+21.8%
Q1 2018$9,968,597,000
+43.8%
330,086
+44.8%
0.94%
+46.5%
Q4 2017$6,932,292,000
+17.3%
227,886
+18.2%
0.64%
+23.5%
Q3 2017$5,911,366,000
-25.1%
192,741
-25.2%
0.52%
-23.1%
Q2 2017$7,893,384,000
+32.3%
257,617
+32.1%
0.68%
+35.3%
Q1 2017$5,967,358,000
+42.6%
194,948
+42.3%
0.50%
+49.4%
Q4 2016$4,183,495,000137,0290.33%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Sunflower Bank, N.A. 1,517,106$47,545,00018.86%
TPG Financial Advisors, LLC 467,340$14,646,00013.13%
Compass Financial Group, Inc. 417,619$13,088,00010.96%
Goodman Financial Corp 610,321$19,127,0009.56%
Cedar Mountain Advisors, LLC 691,430$21,669,0009.39%
Asset Planning Services, Ltd. 686,130$21,503,0009.29%
IRON Financial LLC 572,119$17,930,0009.24%
Occidental Asset Management, LLC 657,653$20,611,0009.12%
MBM Wealth Consultants, LLC 380,032$11,911,0008.40%
Baystate Wealth Management LLC 2,219,395$69,556,0008.14%
View complete list of SPDR SER TR shareholders