SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 422 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $615,739 | -73.2% | 20,915 | -71.4% | 0.02% | -50.0% |
| Q4 2020 | $2,294,000 | -2.4% | 73,060 | -2.5% | 0.03% | -20.9% |
| Q3 2020 | $2,350,000 | +0.6% | 74,914 | +0.5% | 0.04% | -6.5% |
| Q2 2020 | $2,337,000 | +62.1% | 74,563 | +59.5% | 0.05% | +4.5% |
| Q4 2019 | $1,442,000 | +122.2% | 46,762 | +122.2% | 0.04% | +69.2% |
| Q3 2019 | $649,000 | +1.2% | 21,046 | +0.3% | 0.03% | -31.6% |
| Q1 2019 | $641,000 | -19.0% | 20,976 | -20.1% | 0.04% | -62.7% |
| Q4 2018 | $791,000 | – | 26,268 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Occidental Asset Management, LLC | 798,907 | $25,086,000 | 8.31% |
| Cedar Mountain Advisors, LLC | 721,802 | $22,665,000 | 8.10% |
| Hirtle Callaghan & Co LLC | 3,380,221 | $106,181,000 | 8.05% |
| Baystate Wealth Management LLC | 2,048,298 | $64,317,000 | 7.33% |
| TPG Financial Advisors, LLC | 303,283 | $9,523,000 | 7.07% |
| Compass Financial Group, Inc. | 368,107 | $11,559,000 | 6.96% |
| Windward Private Wealth Management Inc. | 463,564 | $14,556,000 | 6.80% |
| Rodgers & Associates, LTD | 1,173,864 | $36,859,000 | 6.74% |
| Buckingham Capital Management, Inc. | 1,217,269 | $38,222,000 | 6.73% |
| Sunflower Bank, N.A. | 1,212,681 | $38,078,000 | 6.54% |