SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 531 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,544 | -0.4% | 803 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $23,640 | -0.6% | 803 | 0.0% | 0.00% | -25.0% |
| Q1 2023 | $23,793 | +0.9% | 803 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $23,592 | -86.1% | 803 | -86.2% | 0.00% | -85.7% |
| Q3 2022 | $170,000 | +11.8% | 5,803 | +13.8% | 0.03% | +16.7% |
| Q2 2022 | $152,000 | -1.3% | 5,101 | 0.0% | 0.02% | +20.0% |
| Q1 2022 | $154,000 | -2.5% | 5,101 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $158,000 | +5166.7% | 5,101 | +4950.5% | 0.02% | – |
| Q3 2021 | $3,000 | 0.0% | 101 | 0.0% | 0.00% | – |
| Q2 2021 | $3,000 | 0.0% | 101 | 0.0% | 0.00% | – |
| Q1 2021 | $3,000 | 0.0% | 101 | 0.0% | 0.00% | – |
| Q4 2020 | $3,000 | 0.0% | 101 | 0.0% | 0.00% | -100.0% |
| Q3 2020 | $3,000 | – | 101 | – | 0.00% | – |
Download | ||||||
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% |