SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 494 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $369,000 | -0.8% | 11,916 | 0.0% | 0.08% | -11.5% |
| Q3 2021 | $372,000 | -0.3% | 11,916 | 0.0% | 0.09% | -1.1% |
| Q2 2021 | $373,000 | 0.0% | 11,916 | 0.0% | 0.09% | -2.2% |
| Q1 2021 | $373,000 | -49.9% | 11,916 | -49.8% | 0.09% | -55.9% |
| Q4 2020 | $745,000 | -24.7% | 23,734 | -24.8% | 0.20% | -37.8% |
| Q3 2020 | $990,000 | -56.1% | 31,551 | -57.7% | 0.33% | -60.4% |
| Q1 2020 | $2,257,000 | -30.1% | 74,614 | -28.7% | 0.83% | +23.5% |
| Q4 2019 | $3,228,000 | +5.9% | 104,714 | +6.0% | 0.67% | -28.7% |
| Q3 2019 | $3,048,000 | -11.9% | 98,787 | -12.1% | 0.94% | -0.9% |
| Q2 2019 | $3,461,000 | – | 112,444 | – | 0.95% | – |
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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% |