SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 446 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $265 | 0.0% | 9,050 | 0.0% | 0.05% | +3.8% |
| Q2 2023 | $265 | -8.9% | 9,050 | -8.0% | 0.05% | -16.1% |
| Q1 2023 | $291 | +1.0% | 9,835 | 0.0% | 0.06% | -10.1% |
| Q4 2022 | $288 | -99.9% | 9,835 | 0.0% | 0.07% | -6.8% |
| Q3 2022 | $287,000 | -1.4% | 9,835 | 0.0% | 0.07% | +2.8% |
| Q2 2022 | $291,000 | +44.8% | 9,835 | +51.3% | 0.07% | +26.3% |
| Q4 2021 | $201,000 | -1.0% | 6,500 | 0.0% | 0.06% | -12.3% |
| Q3 2021 | $203,000 | 0.0% | 6,500 | 0.0% | 0.06% | +3.2% |
| Q2 2021 | $203,000 | -35.1% | 6,500 | -34.9% | 0.06% | -12.5% |
| Q1 2021 | $313,000 | -0.3% | 9,985 | 0.0% | 0.07% | -6.5% |
| Q4 2020 | $314,000 | +5.0% | 9,985 | +4.7% | 0.08% | -7.2% |
| Q3 2020 | $299,000 | -7.1% | 9,535 | -7.3% | 0.08% | -13.5% |
| Q2 2020 | $322,000 | – | 10,285 | – | 0.10% | – |
Download | ||||||
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% |