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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $278,226 | -10.6% | 9,390 | -55.8% | 0.00% | 0.0% |
| Q3 2022 | $311,311 | -68.6% | 21,256 | -33.6% | 0.00% | -42.9% |
| Q4 2021 | $991,000 | +230.3% | 32,014 | +226.2% | 0.01% | -41.7% |
| Q1 2019 | $300,000 | -98.0% | 9,814 | -98.0% | 0.01% | -98.9% |
| Q4 2018 | $14,684,000 | +185.7% | 487,204 | +186.1% | 1.05% | +472.3% |
| Q3 2018 | $5,140,000 | +298.1% | 170,316 | +297.8% | 0.18% | +132.9% |
| Q2 2018 | $1,291,000 | – | 42,814 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Occidental Asset Management, LLC | 798,907 | $25,086,000 | 8.31% |
| Cedar Mountain Advisors, LLC | 721,802 | $22,665,000 | 8.10% |
| Hirtle Callaghan & Co LLC | 3,380,221 | $106,181,000 | 8.05% |
| Baystate Wealth Management LLC | 2,048,298 | $64,317,000 | 7.33% |
| TPG Financial Advisors, LLC | 303,283 | $9,523,000 | 7.07% |
| Compass Financial Group, Inc. | 368,107 | $11,559,000 | 6.96% |
| Windward Private Wealth Management Inc. | 463,564 | $14,556,000 | 6.80% |
| Rodgers & Associates, LTD | 1,173,864 | $36,859,000 | 6.74% |
| Buckingham Capital Management, Inc. | 1,217,269 | $38,222,000 | 6.73% |
| Sunflower Bank, N.A. | 1,212,681 | $38,078,000 | 6.54% |