SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 559 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $232 | -71.4% | 7,896 | -71.3% | 0.19% | -44.2% |
| Q2 2023 | $811 | +77.1% | 27,546 | +78.2% | 0.34% | +65.0% |
| Q1 2023 | $458 | -40.8% | 15,459 | -41.2% | 0.20% | -27.5% |
| Q4 2022 | $773 | -99.9% | 26,311 | -34.0% | 0.28% | +26.7% |
| Q4 2021 | $1,235,000 | +210.3% | 39,885 | +213.2% | 0.22% | +79.7% |
| Q3 2021 | $398,000 | -61.7% | 12,736 | -61.6% | 0.12% | -42.5% |
| Q2 2021 | $1,038,000 | -80.8% | 33,148 | -80.8% | 0.21% | -84.8% |
| Q1 2021 | $5,409,000 | +4.2% | 172,770 | +4.6% | 1.41% | +12.6% |
| Q4 2020 | $5,189,000 | +846.9% | 165,249 | +828.1% | 1.25% | +305.8% |
| Q2 2019 | $548,000 | +0.7% | 17,805 | 0.0% | 0.31% | -48.0% |
| Q1 2019 | $544,000 | +1.3% | 17,805 | 0.0% | 0.59% | +4.0% |
| Q4 2018 | $537,000 | 0.0% | 17,805 | 0.0% | 0.57% | +127.6% |
| Q3 2018 | $537,000 | – | 17,805 | – | 0.25% | – |
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% |