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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $789,852 | -6.6% | 26,939 | -6.2% | 1.23% | +1.4% |
| Q2 2023 | $845,222 | -0.6% | 28,710 | 0.0% | 1.22% | -1.5% |
| Q1 2023 | $850,677 | +0.9% | 28,710 | 0.0% | 1.24% | +7.0% |
| Q4 2022 | $843,500 | -22.0% | 28,710 | -22.4% | 1.15% | -7.3% |
| Q3 2022 | $1,081,000 | -1.7% | 37,003 | 0.0% | 1.24% | +7.8% |
| Q2 2022 | $1,100,000 | -10.9% | 37,003 | -9.8% | 1.16% | -0.5% |
| Q1 2022 | $1,235,000 | -4.8% | 41,003 | -2.1% | 1.16% | +14.3% |
| Q4 2021 | $1,297,000 | -2.6% | 41,874 | -1.7% | 1.02% | -6.4% |
| Q3 2021 | $1,331,000 | -60.4% | 42,593 | -61.1% | 1.08% | -81.6% |
| Q3 2014 | $3,359,000 | -40.0% | 109,462 | -39.8% | 5.88% | +34.3% |
| Q2 2014 | $5,600,000 | +3.3% | 181,768 | +3.2% | 4.38% | -7.3% |
| Q1 2014 | $5,419,000 | +15.4% | 176,169 | +15.2% | 4.73% | +11.0% |
| Q4 2013 | $4,695,000 | +12.5% | 152,973 | +12.7% | 4.26% | +0.6% |
| Q3 2013 | $4,173,000 | +143.9% | 135,758 | +142.7% | 4.23% | +125.3% |
| Q2 2013 | $1,711,000 | +52.6% | 55,948 | +56.2% | 1.88% | +116.5% |
| Q2 2010 | $1,121,000 | – | 35,826 | – | 0.87% | – |
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% |