SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 265 filers reported holding SPDR SER TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $1,787,000 | -4.6% | 56,958 | -4.7% | 0.06% | -13.0% |
| Q2 2020 | $1,873,000 | +167.6% | 59,774 | +158.4% | 0.07% | +130.0% |
| Q1 2020 | $700,000 | +4.5% | 23,130 | +6.6% | 0.03% | +30.4% |
| Q4 2019 | $670,000 | -24.1% | 21,699 | -24.0% | 0.02% | -25.8% |
| Q3 2019 | $883,000 | +1.8% | 28,544 | +1.4% | 0.03% | +3.3% |
| Q2 2019 | $867,000 | +10.7% | 28,159 | +9.8% | 0.03% | +11.1% |
| Q1 2019 | $783,000 | +45.5% | 25,653 | +44.2% | 0.03% | +28.6% |
| Q4 2018 | $538,000 | +3.7% | 17,784 | +3.3% | 0.02% | +16.7% |
| Q3 2018 | $519,000 | +5.7% | 17,222 | +5.8% | 0.02% | -5.3% |
| Q2 2018 | $491,000 | +0.6% | 16,283 | +0.8% | 0.02% | 0.0% |
| Q1 2018 | $488,000 | +49.7% | 16,154 | +50.5% | 0.02% | +46.2% |
| Q4 2017 | $326,000 | +13.2% | 10,733 | +14.1% | 0.01% | +8.3% |
| Q3 2017 | $288,000 | +13.8% | 9,407 | +14.0% | 0.01% | +9.1% |
| Q2 2017 | $253,000 | +11.5% | 8,252 | +10.9% | 0.01% | 0.0% |
| Q4 2016 | $227,000 | -36.4% | 7,441 | -36.9% | 0.01% | -57.7% |
| Q4 2014 | $357,000 | +9.8% | 11,788 | +12.3% | 0.03% | 0.0% |
| Q3 2014 | $325,000 | -89.4% | 10,497 | -89.3% | 0.03% | -88.4% |
| Q2 2014 | $3,071,000 | +7.7% | 98,373 | +8.1% | 0.22% | +5.1% |
| Q1 2014 | $2,851,000 | +4.1% | 91,035 | +4.1% | 0.21% | -2.3% |
| Q4 2013 | $2,738,000 | – | 87,444 | – | 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% |