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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $30,180,624 | +71.8% | 1,025,157 | +72.9% | 0.27% | +37.1% |
| Q1 2023 | $17,564,534 | +172.7% | 592,796 | +170.4% | 0.20% | +233.9% |
| Q4 2022 | $6,440,141 | -72.7% | 219,202 | -72.9% | 0.06% | -81.0% |
| Q3 2022 | $23,617,000 | +6.5% | 808,232 | +8.3% | 0.31% | +6.5% |
| Q2 2022 | $22,182,000 | +452.8% | 746,120 | +470.6% | 0.29% | -12.6% |
| Q4 2013 | $4,013,000 | – | 130,751 | – | 0.33% | – |
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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% |