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 | $26,388 | -0.4% | 900 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $26,496 | -0.6% | 900 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $26,667 | +0.9% | 900 | 0.0% | 0.00% | -20.0% |
| Q4 2022 | $26,442 | +1.7% | 900 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $26,000 | -50.0% | 900 | -48.6% | 0.01% | -50.0% |
| Q2 2022 | $52,000 | -1.9% | 1,750 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $53,000 | -1.9% | 1,750 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $54,000 | -1.8% | 1,750 | 0.0% | 0.01% | -9.1% |
| Q3 2021 | $55,000 | 0.0% | 1,750 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $55,000 | 0.0% | 1,750 | 0.0% | 0.01% | -8.3% |
| Q1 2021 | $55,000 | -65.0% | 1,750 | -65.1% | 0.01% | -66.7% |
| Q4 2020 | $157,000 | -35.1% | 5,015 | -35.1% | 0.04% | -39.0% |
| Q3 2020 | $242,000 | -13.9% | 7,730 | -13.7% | 0.06% | -19.2% |
| Q2 2020 | $281,000 | -28.1% | 8,955 | -30.7% | 0.07% | -35.4% |
| Q1 2020 | $391,000 | -29.7% | 12,925 | -28.4% | 0.11% | -13.7% |
| Q4 2019 | $556,000 | -20.1% | 18,040 | -20.0% | 0.13% | -27.2% |
| Q3 2019 | $696,000 | -13.3% | 22,560 | -13.5% | 0.18% | -11.3% |
| Q2 2019 | $803,000 | +11.1% | 26,075 | +10.1% | 0.20% | +7.4% |
| Q1 2019 | $723,000 | -2.0% | 23,675 | -3.3% | 0.19% | -5.5% |
| Q4 2018 | $738,000 | -17.6% | 24,492 | -17.5% | 0.20% | -14.9% |
| Q3 2018 | $896,000 | -14.1% | 29,677 | -14.2% | 0.24% | -18.1% |
| Q2 2018 | $1,043,000 | -18.7% | 34,577 | -18.6% | 0.29% | -19.2% |
| Q1 2018 | $1,283,000 | -50.0% | 42,497 | -49.7% | 0.36% | -51.8% |
| Q4 2017 | $2,568,000 | -17.9% | 84,417 | -17.2% | 0.74% | -22.4% |
| Q3 2017 | $3,127,000 | -5.9% | 101,967 | -6.0% | 0.95% | -11.5% |
| Q2 2017 | $3,324,000 | -9.2% | 108,492 | -9.3% | 1.07% | -10.4% |
| Q1 2017 | $3,661,000 | +4.3% | 119,594 | +4.0% | 1.20% | -0.8% |
| Q4 2016 | $3,509,000 | +11.6% | 114,949 | +12.5% | 1.21% | +13.3% |
| Q3 2016 | $3,143,000 | +37.7% | 102,149 | +37.8% | 1.07% | +34.1% |
| Q2 2016 | $2,282,000 | +10.5% | 74,154 | +9.9% | 0.80% | +7.0% |
| Q1 2016 | $2,066,000 | +6.8% | 67,454 | +6.0% | 0.74% | +7.2% |
| Q4 2015 | $1,934,000 | +9.6% | 63,625 | +10.1% | 0.69% | +3.4% |
| Q3 2015 | $1,764,000 | -5.6% | 57,810 | -5.3% | 0.67% | -4.4% |
| Q2 2015 | $1,868,000 | +0.8% | 61,060 | +1.3% | 0.70% | -0.7% |
| Q1 2015 | $1,853,000 | +64.6% | 60,250 | +63.6% | 0.71% | +56.5% |
| Q4 2014 | $1,126,000 | +1.4% | 36,838 | +1.7% | 0.45% | -3.2% |
| Q3 2014 | $1,111,000 | -1.8% | 36,208 | -1.4% | 0.47% | -1.3% |
| Q2 2014 | $1,131,000 | +0.2% | 36,708 | 0.0% | 0.47% | -9.4% |
| Q1 2014 | $1,129,000 | -52.0% | 36,708 | -52.1% | 0.52% | -19.2% |
| Q4 2013 | $2,352,000 | +55.5% | 76,616 | +55.7% | 0.64% | -29.4% |
| Q3 2013 | $1,513,000 | -72.5% | 49,208 | -72.6% | 0.91% | -74.9% |
| Q2 2013 | $5,500,000 | -18.5% | 179,808 | -18.0% | 3.63% | -24.9% |
| Q1 2013 | $6,747,000 | -5.9% | 219,408 | -6.0% | 4.84% | -14.9% |
| Q4 2012 | $7,172,000 | – | 233,470 | – | 5.68% | – |
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% |