SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 508 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $376,762 | +31.3% | 12,850 | +40.6% | 0.01% | +11.1% |
Q4 2020 | $287,000 | +1.1% | 9,142 | +0.8% | 0.01% | -18.2% |
Q3 2020 | $284,000 | 0.0% | 9,065 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $284,000 | +3.6% | 9,065 | 0.0% | 0.01% | -21.4% |
Q1 2020 | $274,000 | -2.1% | 9,065 | 0.0% | 0.01% | +27.3% |
Q4 2019 | $280,000 | 0.0% | 9,065 | 0.0% | 0.01% | -8.3% |
Q3 2019 | $280,000 | +0.4% | 9,065 | 0.0% | 0.01% | -7.7% |
Q2 2019 | $279,000 | +0.7% | 9,065 | 0.0% | 0.01% | -35.0% |
Q1 2019 | $277,000 | +1.5% | 9,065 | 0.0% | 0.02% | -9.1% |
Q4 2018 | $273,000 | -0.4% | 9,065 | 0.0% | 0.02% | +15.8% |
Q3 2018 | $274,000 | 0.0% | 9,065 | 0.0% | 0.02% | -5.0% |
Q2 2018 | $274,000 | 0.0% | 9,065 | 0.0% | 0.02% | -4.8% |
Q1 2018 | $274,000 | -1.1% | 9,065 | +0.4% | 0.02% | -12.5% |
Q3 2017 | $277,000 | – | 9,025 | – | 0.02% | – |
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% |