SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 185 filers reported holding SPDR SER TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2016 | $814,000 | +10.0% | 26,648 | +10.8% | 0.03% | +4.0% |
Q3 2016 | $740,000 | +12.5% | 24,048 | +12.5% | 0.02% | +4.2% |
Q2 2016 | $658,000 | +62.5% | 21,377 | +61.8% | 0.02% | +41.2% |
Q1 2016 | $405,000 | +31.9% | 13,211 | +30.9% | 0.02% | +21.4% |
Q4 2015 | $307,000 | +320.5% | 10,090 | +322.0% | 0.01% | +133.3% |
Q3 2015 | $73,000 | -18.9% | 2,391 | -18.3% | 0.01% | 0.0% |
Q2 2015 | $90,000 | -11.8% | 2,925 | -11.5% | 0.01% | -14.3% |
Q1 2015 | $102,000 | +325.0% | 3,306 | +329.9% | 0.01% | +133.3% |
Q4 2014 | $24,000 | +242.9% | 769 | +237.3% | 0.00% | +200.0% |
Q3 2014 | $7,000 | 0.0% | 228 | 0.0% | 0.00% | 0.0% |
Q2 2014 | $7,000 | -73.1% | 228 | -73.7% | 0.00% | -50.0% |
Q1 2014 | $26,000 | +100.0% | 866 | +100.0% | 0.00% | 0.0% |
Q4 2013 | $13,000 | +62.5% | 433 | +67.8% | 0.00% | +100.0% |
Q3 2013 | $8,000 | -38.5% | 258 | -41.0% | 0.00% | -66.7% |
Q2 2013 | $13,000 | – | 437 | – | 0.00% | – |
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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% |