SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 434 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $222 | -0.4% | 7,587 | 0.0% | 0.03% | +3.0% |
| Q2 2023 | $223 | -0.9% | 7,587 | 0.0% | 0.03% | -10.8% |
| Q1 2023 | $225 | +0.9% | 7,587 | 0.0% | 0.04% | -5.1% |
| Q4 2022 | $223 | -99.9% | 7,587 | 0.0% | 0.04% | -9.3% |
| Q3 2022 | $222,000 | -1.8% | 7,587 | 0.0% | 0.04% | +2.4% |
| Q2 2022 | $226,000 | -1.3% | 7,587 | 0.0% | 0.04% | +10.5% |
| Q1 2022 | $229,000 | -14.2% | 7,587 | -12.0% | 0.04% | -11.6% |
| Q4 2021 | $267,000 | +18.1% | 8,623 | +19.3% | 0.04% | +7.5% |
| Q3 2021 | $226,000 | 0.0% | 7,225 | 0.0% | 0.04% | -2.4% |
| Q2 2021 | $226,000 | +343.1% | 7,225 | +342.4% | 0.04% | +355.6% |
| Q1 2021 | $51,000 | 0.0% | 1,633 | 0.0% | 0.01% | -18.2% |
| Q4 2020 | $51,000 | 0.0% | 1,633 | 0.0% | 0.01% | -15.4% |
| Q3 2020 | $51,000 | 0.0% | 1,633 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $51,000 | +4.1% | 1,633 | 0.0% | 0.01% | -13.3% |
| Q1 2020 | $49,000 | -2.0% | 1,633 | 0.0% | 0.02% | +15.4% |
| Q4 2019 | $50,000 | 0.0% | 1,633 | 0.0% | 0.01% | -7.1% |
| Q3 2019 | $50,000 | 0.0% | 1,633 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $50,000 | 0.0% | 1,633 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $50,000 | +2.0% | 1,633 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $49,000 | 0.0% | 1,633 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $49,000 | 0.0% | 1,633 | 0.0% | 0.01% | -6.7% |
| Q2 2018 | $49,000 | 0.0% | 1,633 | 0.0% | 0.02% | -6.2% |
| Q1 2018 | $49,000 | -2.0% | 1,633 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $50,000 | 0.0% | 1,633 | 0.0% | 0.02% | -11.1% |
| Q3 2017 | $50,000 | 0.0% | 1,633 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $50,000 | 0.0% | 1,633 | 0.0% | 0.02% | -5.3% |
| Q1 2017 | $50,000 | 0.0% | 1,633 | 0.0% | 0.02% | -9.5% |
| Q4 2016 | $50,000 | 0.0% | 1,633 | 0.0% | 0.02% | -4.5% |
| Q3 2016 | $50,000 | 0.0% | 1,633 | 0.0% | 0.02% | -4.3% |
| Q2 2016 | $50,000 | – | 1,633 | – | 0.02% | – |
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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% |