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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $6,424 | +1.4% | 217 | +0.5% | 0.00% | 0.0% |
| Q4 2022 | $6,333 | +5.6% | 216 | +0.9% | 0.00% | 0.0% |
| Q3 2022 | $6,000 | 0.0% | 214 | +0.5% | 0.00% | 0.0% |
| Q2 2022 | $6,000 | 0.0% | 213 | +0.5% | 0.00% | 0.0% |
| Q1 2022 | $6,000 | -14.3% | 212 | +0.5% | 0.00% | 0.0% |
| Q4 2021 | $7,000 | -46.2% | 211 | -48.5% | 0.00% | -50.0% |
| Q3 2021 | $13,000 | +85.7% | 410 | +95.2% | 0.00% | +100.0% |
| Q2 2021 | $7,000 | 0.0% | 210 | +0.5% | 0.00% | -66.7% |
| Q1 2021 | $7,000 | 0.0% | 209 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $7,000 | 0.0% | 209 | +0.5% | 0.00% | 0.0% |
| Q3 2020 | $7,000 | +40.0% | 208 | +32.5% | 0.00% | +50.0% |
| Q2 2020 | $5,000 | 0.0% | 157 | +0.6% | 0.00% | 0.0% |
| Q1 2020 | $5,000 | -84.4% | 156 | -85.1% | 0.00% | -83.3% |
| Q4 2019 | $32,000 | +700.0% | 1,044 | +690.9% | 0.01% | +500.0% |
| Q3 2019 | $4,000 | -85.2% | 132 | -85.0% | 0.00% | -86.7% |
| Q3 2016 | $27,000 | -82.0% | 880 | -82.0% | 0.02% | -81.9% |
| Q2 2016 | $150,000 | +0.7% | 4,880 | 0.0% | 0.08% | 0.0% |
| Q1 2016 | $149,000 | -9.1% | 4,880 | -9.3% | 0.08% | -8.8% |
| Q4 2015 | $164,000 | 0.0% | 5,380 | 0.0% | 0.09% | -8.1% |
| Q3 2015 | $164,000 | -0.6% | 5,380 | 0.0% | 0.10% | +5.3% |
| Q2 2015 | $165,000 | -1.8% | 5,380 | -1.5% | 0.09% | -10.5% |
| Q1 2015 | $168,000 | +12.8% | 5,464 | +12.0% | 0.10% | +14.1% |
| Q4 2014 | $149,000 | -0.7% | 4,880 | 0.0% | 0.09% | -3.2% |
| Q3 2014 | $150,000 | 0.0% | 4,880 | 0.0% | 0.10% | +5.6% |
| Q2 2014 | $150,000 | 0.0% | 4,880 | 0.0% | 0.09% | -8.2% |
| Q1 2014 | $150,000 | 0.0% | 4,880 | 0.0% | 0.10% | +4.3% |
| Q4 2013 | $150,000 | 0.0% | 4,880 | 0.0% | 0.09% | -17.5% |
| Q3 2013 | $150,000 | +0.7% | 4,880 | 0.0% | 0.11% | +0.9% |
| Q2 2013 | $149,000 | -0.7% | 4,880 | 0.0% | 0.11% | -31.5% |
| Q1 2013 | $150,000 | – | 4,880 | – | 0.16% | – |
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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% |