SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 434 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,914,362 | -2.6% | 65,292 | -2.2% | 0.19% | 0.0% |
| Q2 2023 | $1,966,357 | -1.0% | 66,792 | -0.3% | 0.19% | -7.7% |
| Q1 2023 | $1,985,892 | -0.1% | 67,023 | -0.9% | 0.21% | -8.4% |
| Q4 2022 | $1,987,058 | -15.6% | 67,633 | -16.0% | 0.23% | -23.6% |
| Q3 2022 | $2,353,000 | -1.0% | 80,533 | +0.8% | 0.30% | +4.6% |
| Q2 2022 | $2,376,000 | +51.4% | 79,923 | +53.5% | 0.28% | +76.4% |
| Q1 2022 | $1,569,000 | -2.2% | 52,067 | +0.5% | 0.16% | +0.6% |
| Q4 2021 | $1,605,000 | +17.2% | 51,817 | +18.2% | 0.16% | +6.0% |
| Q3 2021 | $1,370,000 | -0.1% | 43,828 | 0.0% | 0.15% | -1.3% |
| Q2 2021 | $1,372,000 | 0.0% | 43,828 | 0.0% | 0.15% | -11.6% |
| Q1 2021 | $1,372,000 | +6.6% | 43,828 | +6.9% | 0.17% | -1.7% |
| Q4 2020 | $1,287,000 | +0.1% | 40,998 | 0.0% | 0.18% | -12.9% |
| Q3 2020 | $1,286,000 | -0.7% | 40,998 | -0.8% | 0.20% | -8.2% |
| Q2 2020 | $1,295,000 | +0.5% | 41,309 | -3.0% | 0.22% | -19.1% |
| Q1 2020 | $1,288,000 | +13.6% | 42,578 | +15.8% | 0.27% | +25.9% |
| Q4 2019 | $1,134,000 | +11.4% | 36,767 | +11.4% | 0.22% | -1.8% |
| Q3 2019 | $1,018,000 | +59.8% | 33,013 | +59.4% | 0.22% | +53.8% |
| Q2 2019 | $637,000 | +26.6% | 20,710 | +25.8% | 0.14% | +19.2% |
| Q1 2019 | $503,000 | – | 16,468 | – | 0.12% | – |
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% |