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 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q2 2023 | $17,328 | -5.0% | 588,587 | -4.4% | 0.18% | -1.6% |
| Q1 2023 | $18,235 | -3.7% | 615,434 | -4.5% | 0.19% | -1.6% |
| Q4 2022 | $18,934 | -99.9% | 644,451 | -3.8% | 0.19% | -2.6% |
| Q3 2022 | $19,567,000 | -3.8% | 669,632 | -2.1% | 0.20% | +7.7% |
| Q2 2022 | $20,335,000 | +5.0% | 684,010 | +6.4% | 0.18% | +25.7% |
| Q1 2022 | $19,367,000 | +47.4% | 642,790 | +51.5% | 0.14% | +56.5% |
| Q4 2021 | $13,136,000 | -19.2% | 424,180 | -18.1% | 0.09% | -30.8% |
| Q3 2021 | $16,248,000 | +14.0% | 517,955 | +13.7% | 0.13% | +31.7% |
| Q2 2021 | $14,253,000 | -8.1% | 455,363 | -7.8% | 0.10% | -14.4% |
| Q1 2021 | $15,508,000 | 0.0% | 493,874 | 0.0% | 0.12% | 0.0% |
| Q4 2020 | $15,508,000 | -4.6% | 493,874 | -4.6% | 0.12% | -11.3% |
| Q3 2020 | $16,248,000 | -4.1% | 517,955 | -4.2% | 0.13% | -6.3% |
| Q2 2020 | $16,940,000 | -1.9% | 540,533 | -5.3% | 0.14% | -11.2% |
| Q1 2020 | $17,274,000 | +45357.9% | 571,059 | +46027.5% | 0.16% | – |
| Q4 2019 | $38,000 | +2.7% | 1,238 | +3.8% | 0.00% | – |
| Q3 2019 | $37,000 | +54.2% | 1,193 | +52.8% | 0.00% | – |
| Q2 2019 | $24,000 | +166.7% | 781 | +160.3% | 0.00% | – |
| Q1 2019 | $9,000 | -18.2% | 300 | -21.3% | 0.00% | – |
| Q4 2018 | $11,000 | +10.0% | 381 | +13.1% | 0.00% | – |
| Q3 2018 | $10,000 | +100.0% | 337 | +104.2% | 0.00% | – |
| Q2 2018 | $5,000 | – | 165 | – | 0.00% | – |
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% |