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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $368,579 | +11.5% | 12,571 | +12.0% | 0.03% | +18.2% |
| Q2 2023 | $330,485 | +1.7% | 11,226 | +2.4% | 0.02% | +22.2% |
| Q1 2023 | $324,825 | -85.8% | 10,963 | -85.9% | 0.02% | -87.9% |
| Q4 2022 | $2,289,460 | +615.5% | 77,926 | +612.0% | 0.15% | +547.8% |
| Q3 2022 | $320,000 | -36.1% | 10,945 | -35.0% | 0.02% | -34.3% |
| Q2 2022 | $501,000 | -9.9% | 16,846 | -8.7% | 0.04% | +2.9% |
| Q1 2022 | $556,000 | -28.4% | 18,455 | -26.5% | 0.03% | -29.2% |
| Q4 2021 | $777,000 | -97.1% | 25,104 | -97.1% | 0.05% | -99.3% |
| Q4 2017 | $26,683,000 | +6.7% | 877,154 | +7.6% | 7.14% | -25.1% |
| Q3 2017 | $24,996,000 | – | 815,005 | – | 9.53% | – |
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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% |