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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,990,370 | -17.0% | 101,783 | -17.4% | 1.18% | -14.2% |
| Q3 2022 | $3,602,000 | -8.8% | 123,271 | -7.2% | 1.38% | -5.5% |
| Q2 2022 | $3,950,000 | +15.0% | 132,875 | +16.6% | 1.46% | +36.0% |
| Q1 2022 | $3,434,000 | -0.5% | 113,963 | +2.2% | 1.07% | +6.6% |
| Q4 2021 | $3,452,000 | -6.3% | 111,474 | -5.5% | 1.00% | -12.9% |
| Q3 2021 | $3,686,000 | -0.2% | 117,953 | -0.0% | 1.15% | -2.6% |
| Q2 2021 | $3,693,000 | -4.0% | 117,984 | -4.0% | 1.18% | -10.5% |
| Q1 2021 | $3,847,000 | -21.6% | 122,857 | -21.4% | 1.32% | -25.1% |
| Q4 2020 | $4,910,000 | +84.9% | 156,380 | +84.7% | 1.77% | +62.2% |
| Q3 2020 | $2,656,000 | +455.6% | 84,666 | +455.3% | 1.09% | +386.6% |
| Q2 2020 | $478,000 | – | 15,248 | – | 0.22% | – |
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% |