Diligent Investors, LLC - SPDR SER TR ownership

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
Diligent Investors, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$365,974
-21.6%
12,482
-21.3%
0.11%
-18.8%
Q2 2023$467,018
-0.4%
15,863
+0.2%
0.14%
-4.8%
Q1 2023$469,114
-3.5%
15,832
-4.3%
0.14%
-8.8%
Q4 2022$486,282
+0.5%
16,551
-0.1%
0.16%
-8.1%
Q3 2022$484,000
-1.4%
16,565
+0.4%
0.17%
+3.0%
Q2 2022$491,000
-2.2%
16,505
-0.9%
0.17%
+15.1%
Q1 2022$502,000
+1.6%
16,655
+4.3%
0.15%
+5.8%
Q4 2021$494,000
+12.8%
15,964
+14.1%
0.14%
-7.4%
Q3 2021$438,0000.0%13,9910.0%0.15%0.0%
Q2 2021$438,0000.0%13,991
+0.1%
0.15%
-6.9%
Q1 2021$438,000
+12.9%
13,982
+13.3%
0.16%
+2.6%
Q4 2020$388,000
+1.6%
12,343
+1.3%
0.16%
-10.3%
Q3 2020$382,000
+0.8%
12,180
+0.8%
0.17%
-6.5%
Q2 2020$379,000
+3.8%
12,082
+0.0%
0.19%
-14.7%
Q1 2020$365,000
-2.1%
12,080
+0.0%
0.22%
+29.0%
Q4 2019$373,000
-1.8%
12,079
-2.0%
0.17%
-9.1%
Q3 2019$380,000
+0.3%
12,323
+0.0%
0.19%
-1.1%
Q2 2019$379,00012,3220.19%
Other shareholders
SPDR SER TR shareholders Q4 2022
NameSharesValueWeighting ↓
Sunflower Bank, N.A. 1,517,106$47,545,00018.86%
TPG Financial Advisors, LLC 467,340$14,646,00013.13%
Compass Financial Group, Inc. 417,619$13,088,00010.96%
Goodman Financial Corp 610,321$19,127,0009.56%
Cedar Mountain Advisors, LLC 691,430$21,669,0009.39%
Asset Planning Services, Ltd. 686,130$21,503,0009.29%
IRON Financial LLC 572,119$17,930,0009.24%
Occidental Asset Management, LLC 657,653$20,611,0009.12%
MBM Wealth Consultants, LLC 380,032$11,911,0008.40%
Baystate Wealth Management LLC 2,219,395$69,556,0008.14%
View complete list of SPDR SER TR shareholders