SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 521 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $18,531,772 | +2.3% | 625,440 | +1.4% | 8.44% | -1.8% |
| Q4 2022 | $18,114,386 | +15.7% | 616,555 | +15.1% | 8.60% | +3.7% |
| Q3 2022 | $15,651,000 | +6.7% | 535,619 | +8.5% | 8.30% | +0.4% |
| Q2 2022 | $14,672,000 | +34.2% | 493,506 | +36.0% | 8.27% | +55.3% |
| Q1 2022 | $10,930,000 | +17.7% | 362,773 | +21.0% | 5.32% | +12.9% |
| Q4 2021 | $9,283,000 | -21.6% | 299,749 | -20.8% | 4.71% | -33.3% |
| Q3 2021 | $11,834,000 | +1425.0% | 378,699 | +1427.7% | 7.06% | +1298.2% |
| Q2 2021 | $776,000 | – | 24,789 | – | 0.50% | – |
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% |