SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 521 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $361,060 | -16.1% | 12,314 | -15.8% | 0.01% | 0.0% |
| Q2 2023 | $430,477 | +1.2% | 14,622 | +1.8% | 0.01% | -9.1% |
| Q1 2023 | $425,554 | -12.5% | 14,362 | -13.2% | 0.01% | -21.4% |
| Q4 2022 | $486,288 | -14.2% | 16,552 | -14.6% | 0.01% | -17.6% |
| Q3 2022 | $567,000 | +143.3% | 19,391 | +148.1% | 0.02% | +70.0% |
| Q2 2022 | $233,000 | +13.1% | 7,816 | +18.9% | 0.01% | +42.9% |
| Q1 2021 | $206,000 | – | 6,572 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Walker Financial Services, Inc. | 683,647 | $20,256,471 | 20.88% |
| Advocacy Wealth Management Services, LLC | 3,227,590 | $95,633,499 | 11.61% |
| Coulter & Justus Financial Services, LLC | 591,131 | $17,515,209 | 11.42% |
| Astor Investment Management LLC | 1,118,834 | $33,151 | 10.71% |
| Flagstone Financial Management | 629,779 | $18,660,358 | 9.31% |
| PECAUT & CO. | 625,440 | $18,531,772 | 8.44% |
| CAPITAL WEALTH MANAGEMENT, LLC | 482,555 | $14,298,104 | 8.21% |
| TPG Financial Advisors, LLC | 485,265 | $14,378,392 | 7.86% |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | 1,479,614 | $43,840,963 | 6.78% |
| Coury Firm Asset Management LLC | 151,582 | $4,691,259 | 6.59% |