SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 422 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $402,905 | +5.7% | 13,742 | +6.1% | 0.03% | +11.1% |
| Q2 2023 | $381,251 | +3.8% | 12,950 | +4.5% | 0.03% | +3.8% |
| Q1 2023 | $367,292 | +11.2% | 12,396 | +10.2% | 0.03% | +4.0% |
| Q4 2022 | $330,405 | -2.5% | 11,245 | -3.1% | 0.02% | -10.7% |
| Q3 2022 | $339,000 | +3.7% | 11,605 | +5.6% | 0.03% | +7.7% |
| Q2 2022 | $327,000 | +56.5% | 10,994 | +58.4% | 0.03% | +85.7% |
| Q1 2022 | $209,000 | -2.8% | 6,941 | +0.1% | 0.01% | 0.0% |
| Q4 2021 | $215,000 | -5.3% | 6,933 | -4.4% | 0.01% | -22.2% |
| Q2 2021 | $227,000 | +2.7% | 7,250 | +2.9% | 0.02% | -14.3% |
| Q1 2021 | $221,000 | -5.6% | 7,046 | -5.4% | 0.02% | -12.5% |
| Q4 2020 | $234,000 | – | 7,447 | – | 0.02% | – |
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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% |