SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 366 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $3,104,000 | -3.6% | 102,610 | -1.7% | 2.70% | +17.1% |
| Q4 2019 | $3,221,000 | +1.4% | 104,427 | +1.4% | 2.30% | -4.3% |
| Q3 2019 | $3,176,000 | +2.7% | 102,962 | +2.4% | 2.40% | +0.5% |
| Q2 2019 | $3,094,000 | +12.7% | 100,511 | +11.8% | 2.39% | +12.6% |
| Q1 2019 | $2,746,000 | +3.7% | 89,888 | +2.3% | 2.12% | -5.8% |
| Q4 2018 | $2,649,000 | +451.9% | 87,899 | +452.9% | 2.26% | +512.8% |
| Q3 2018 | $480,000 | – | 15,898 | – | 0.37% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Occidental Asset Management, LLC | 798,907 | $25,086,000 | 8.31% |
| Cedar Mountain Advisors, LLC | 721,802 | $22,665,000 | 8.10% |
| Hirtle Callaghan & Co LLC | 3,380,221 | $106,181,000 | 8.05% |
| Baystate Wealth Management LLC | 2,048,298 | $64,317,000 | 7.33% |
| TPG Financial Advisors, LLC | 303,283 | $9,523,000 | 7.07% |
| Compass Financial Group, Inc. | 368,107 | $11,559,000 | 6.96% |
| Windward Private Wealth Management Inc. | 463,564 | $14,556,000 | 6.80% |
| Rodgers & Associates, LTD | 1,173,864 | $36,859,000 | 6.74% |
| Buckingham Capital Management, Inc. | 1,217,269 | $38,222,000 | 6.73% |
| Sunflower Bank, N.A. | 1,212,681 | $38,078,000 | 6.54% |