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 | $712 | +8.4% | 24,280 | +8.9% | 0.08% | +8.7% |
| Q2 2023 | $657 | -0.8% | 22,305 | -0.2% | 0.07% | -4.2% |
| Q1 2023 | $662 | -0.3% | 22,355 | -1.1% | 0.07% | -1.4% |
| Q4 2022 | $664 | -99.9% | 22,605 | +15.9% | 0.07% | +19.7% |
| Q3 2022 | $570,000 | -0.3% | 19,505 | +1.3% | 0.06% | -19.7% |
| Q2 2022 | $572,000 | -0.5% | 19,250 | +0.8% | 0.08% | +28.8% |
| Q1 2022 | $575,000 | -19.7% | 19,100 | -17.4% | 0.06% | 0.0% |
| Q4 2021 | $716,000 | -63.2% | 23,135 | -62.9% | 0.06% | -63.6% |
| Q3 2021 | $1,946,000 | +22.2% | 62,287 | +22.4% | 0.16% | +19.1% |
| Q2 2021 | $1,592,000 | -5.7% | 50,871 | -5.7% | 0.14% | +0.7% |
| Q1 2021 | $1,689,000 | -20.4% | 53,942 | -20.2% | 0.14% | -27.0% |
| Q4 2020 | $2,122,000 | +3.6% | 67,575 | +3.5% | 0.18% | -49.6% |
| Q3 2020 | $2,049,000 | -1.3% | 65,306 | -1.5% | 0.37% | -7.6% |
| Q2 2020 | $2,077,000 | +8.2% | 66,289 | +4.5% | 0.40% | -3.2% |
| Q1 2020 | $1,920,000 | -2.8% | 63,457 | -1.0% | 0.41% | +3.3% |
| Q4 2019 | $1,976,000 | +13.6% | 64,080 | +13.7% | 0.40% | +17.1% |
| Q3 2019 | $1,739,000 | +4.1% | 56,356 | +3.9% | 0.34% | +17.7% |
| Q2 2019 | $1,670,000 | +66.7% | 54,256 | +65.4% | 0.29% | +62.7% |
| Q1 2019 | $1,002,000 | – | 32,794 | – | 0.18% | – |
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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% |