SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 522 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $481,000 | -0.6% | 15,954 | +2.1% | 0.01% | +16.7% |
| Q4 2021 | $484,000 | -0.8% | 15,620 | +0.1% | 0.01% | +9.1% |
| Q3 2021 | $488,000 | +5.6% | 15,608 | +5.7% | 0.01% | +10.0% |
| Q2 2021 | $462,000 | +7.7% | 14,766 | +7.9% | 0.01% | 0.0% |
| Q1 2021 | $429,000 | -4.0% | 13,691 | -3.8% | 0.01% | -9.1% |
| Q4 2020 | $447,000 | -29.0% | 14,231 | -29.1% | 0.01% | -38.9% |
| Q3 2020 | $630,000 | +1.3% | 20,079 | +1.1% | 0.02% | 0.0% |
| Q2 2020 | $622,000 | +17.8% | 19,860 | +13.9% | 0.02% | 0.0% |
| Q1 2020 | $528,000 | +34.7% | 17,442 | +37.3% | 0.02% | +63.6% |
| Q4 2019 | $392,000 | +10.7% | 12,701 | +10.8% | 0.01% | +10.0% |
| Q3 2019 | $354,000 | -5.6% | 11,462 | -6.0% | 0.01% | 0.0% |
| Q2 2019 | $375,000 | +1.6% | 12,194 | +1.0% | 0.01% | -9.1% |
| Q1 2019 | $369,000 | -9.6% | 12,078 | -10.8% | 0.01% | -21.4% |
| Q4 2018 | $408,000 | 0.0% | 13,533 | 0.0% | 0.01% | +7.7% |
| Q3 2018 | $408,000 | 0.0% | 13,533 | 0.0% | 0.01% | +30.0% |
| Q2 2018 | $408,000 | 0.0% | 13,533 | 0.0% | 0.01% | -23.1% |
| Q1 2018 | $408,000 | +31.2% | 13,533 | +32.2% | 0.01% | +30.0% |
| Q4 2017 | $311,000 | -1.0% | 10,234 | 0.0% | 0.01% | -9.1% |
| Q3 2017 | $314,000 | +1.0% | 10,234 | +1.0% | 0.01% | 0.0% |
| Q2 2017 | $311,000 | 0.0% | 10,130 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $311,000 | -24.1% | 10,130 | -24.7% | 0.01% | -26.7% |
| Q4 2016 | $410,000 | +336.2% | 13,446 | +340.1% | 0.02% | +200.0% |
| Q3 2016 | $94,000 | 0.0% | 3,055 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $94,000 | 0.0% | 3,055 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $94,000 | +1.1% | 3,055 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $93,000 | 0.0% | 3,055 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $93,000 | 0.0% | 3,055 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $93,000 | -1.1% | 3,055 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $94,000 | +1.1% | 3,055 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $93,000 | -1.1% | 3,055 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $94,000 | 0.0% | 3,055 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $94,000 | 0.0% | 3,055 | 0.0% | 0.01% | -16.7% |
| Q1 2014 | $94,000 | 0.0% | 3,055 | 0.0% | 0.01% | +20.0% |
| Q4 2013 | $94,000 | 0.0% | 3,055 | 0.0% | 0.01% | -16.7% |
| Q3 2013 | $94,000 | +1.1% | 3,055 | 0.0% | 0.01% | 0.0% |
| Q2 2013 | $93,000 | – | 3,055 | – | 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% |