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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $4,513 | +4.9% | 151,582 | +3.3% | 0.07% | -5.2% |
| Q3 2023 | $4,301 | -0.7% | 146,676 | -0.3% | 0.08% | +2.7% |
| Q2 2023 | $4,331 | -3.3% | 147,100 | -2.7% | 0.08% | -13.8% |
| Q1 2023 | $4,480 | -3.7% | 151,208 | -4.6% | 0.09% | -7.4% |
| Q4 2022 | $4,654 | -92.9% | 158,417 | +6947.0% | 0.09% | +9300.0% |
| Q3 2022 | $66,000 | -65.1% | 2,248 | -64.7% | 0.00% | -75.0% |
| Q2 2022 | $189,000 | +190.8% | 6,368 | +194.1% | 0.00% | +300.0% |
| Q1 2022 | $65,000 | +116.7% | 2,165 | +124.4% | 0.00% | 0.0% |
| Q3 2021 | $30,000 | -14.3% | 965 | -13.4% | 0.00% | 0.0% |
| Q2 2021 | $35,000 | +16.7% | 1,114 | +15.4% | 0.00% | 0.0% |
| Q1 2021 | $30,000 | 0.0% | 965 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $30,000 | 0.0% | 965 | -0.1% | 0.00% | 0.0% |
| Q3 2020 | $30,000 | 0.0% | 966 | +0.1% | 0.00% | 0.0% |
| Q2 2020 | $30,000 | +3.4% | 965 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $29,000 | +26.1% | 965 | +28.3% | 0.00% | 0.0% |
| Q3 2019 | $23,000 | 0.0% | 752 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $23,000 | – | 752 | – | 0.00% | – |
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% |