SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 190 filers reported holding SPDR SER TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $286,000 | -40.5% | 9,477 | -40.5% | 0.12% | -41.4% |
| Q3 2018 | $481,000 | +7.6% | 15,932 | +7.4% | 0.20% | +26.9% |
| Q2 2018 | $447,000 | -11.1% | 14,841 | -11.0% | 0.16% | -14.3% |
| Q1 2018 | $503,000 | -19.8% | 16,675 | -19.2% | 0.18% | -22.9% |
| Q4 2017 | $627,000 | +13.4% | 20,636 | +14.4% | 0.24% | +5.4% |
| Q3 2017 | $553,000 | +28.6% | 18,032 | +28.4% | 0.22% | +49.3% |
| Q2 2017 | $430,000 | -34.7% | 14,040 | -34.7% | 0.15% | -31.2% |
| Q1 2017 | $658,000 | -9.2% | 21,502 | -9.5% | 0.22% | -1.4% |
| Q4 2016 | $725,000 | +36.3% | 23,760 | +37.4% | 0.22% | +45.4% |
| Q3 2016 | $532,000 | +40.4% | 17,296 | +40.5% | 0.15% | +25.6% |
| Q2 2016 | $379,000 | – | 12,308 | – | 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% |