SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 531 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $431,724 | -70.8% | 14,674 | -70.6% | 0.00% | -33.3% |
| Q1 2023 | $1,480,655 | -84.5% | 49,952 | -84.6% | 0.00% | -95.1% |
| Q4 2022 | $9,535,113 | -1.0% | 324,554 | -1.6% | 0.06% | -47.4% |
| Q3 2022 | $9,634,000 | -28.3% | 329,721 | -27.1% | 0.12% | -22.1% |
| Q2 2022 | $13,437,000 | +128.1% | 451,994 | +131.1% | 0.15% | +62.0% |
| Q1 2022 | $5,892,000 | +13.3% | 195,572 | +16.5% | 0.09% | +16.5% |
| Q4 2021 | $5,201,000 | +303.8% | 167,931 | +307.5% | 0.08% | +182.1% |
| Q3 2021 | $1,288,000 | -0.2% | 41,206 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $1,290,000 | +15.0% | 41,206 | +15.0% | 0.03% | +3.7% |
| Q1 2021 | $1,122,000 | – | 35,835 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Walker Financial Services, Inc. | 683,647 | $20,256,471 | 20.88% |
| Signify Wealth | 505,474 | $14,850,826 | 13.00% |
| Advocacy Wealth Management Services, LLC | 3,011,250 | $88,470,532 | 11.69% |
| Coulter & Justus Financial Services, LLC | 569,554 | $16,733,498 | 11.37% |
| Astor Investment Management LLC | 1,187,624 | $34,892,397 | 10.67% |
| Sunflower Bank, N.A. | 1,576,560 | $46,319 | 10.08% |
| Flagstone Financial Management | 536,776 | $15,770,483 | 9.60% |
| PECAUT & CO. | 616,555 | $18,114,386 | 8.60% |
| Litman Gregory Wealth Management LLC | 2,074,023 | $60,934,793 | 8.51% |
| IRON Financial LLC | 497,405 | $14,613,760 | 8.39% |