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 | ||||
|---|---|---|---|---|---|---|
| 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. | 683,647 | $20,256,471 | 20.88% |
| Signify Wealth | 505,474 | $14,850,826 | 13.00% |
| Advocacy Wealth Management Services, LLC | 3,011,250 | $88,470,532 | 11.69% |
| Coulter & Justus Financial Services, LLC | 569,554 | $16,733,498 | 11.37% |
| Astor Investment Management LLC | 1,187,624 | $34,892,397 | 10.67% |
| Sunflower Bank, N.A. | 1,576,560 | $46,319 | 10.08% |
| Flagstone Financial Management | 536,776 | $15,770,483 | 9.60% |
| PECAUT & CO. | 616,555 | $18,114,386 | 8.60% |
| Litman Gregory Wealth Management LLC | 2,074,023 | $60,934,793 | 8.51% |
| IRON Financial LLC | 497,405 | $14,613,760 | 8.39% |