SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 257 filers reported holding SPDR SER TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $894,187 | -11.9% | 30,497 | -11.6% | 0.34% | -19.4% |
| Q2 2023 | $1,015,490 | -0.7% | 34,494 | -0.1% | 0.43% | +10.1% |
| Q1 2023 | $1,022,856 | +0.9% | 34,521 | +0.1% | 0.39% | -15.8% |
| Q4 2022 | $1,013,600 | -0.2% | 34,499 | -1.2% | 0.46% | -4.8% |
| Q3 2022 | $1,016,000 | -2.2% | 34,902 | +0.0% | 0.48% | +21.0% |
| Q2 2022 | $1,039,000 | -5.7% | 34,885 | -5.1% | 0.40% | -2.0% |
| Q1 2022 | $1,102,000 | -8.1% | 36,751 | -4.8% | 0.41% | -0.7% |
| Q4 2021 | $1,199,000 | -2.6% | 38,615 | -1.9% | 0.41% | +10.5% |
| Q3 2021 | $1,231,000 | -3.7% | 39,349 | -3.5% | 0.37% | -7.2% |
| Q2 2021 | $1,278,000 | +10.8% | 40,759 | +7.0% | 0.40% | -50.6% |
| Q1 2020 | $1,153,000 | -3.8% | 38,088 | -1.7% | 0.81% | +10.0% |
| Q4 2019 | $1,198,000 | +0.1% | 38,747 | +0.1% | 0.74% | +10.6% |
| Q3 2019 | $1,197,000 | -0.9% | 38,712 | -1.3% | 0.67% | -5.5% |
| Q2 2019 | $1,208,000 | +5.7% | 39,222 | +5.0% | 0.71% | +0.7% |
| Q1 2019 | $1,143,000 | +1.5% | 37,357 | +0.0% | 0.70% | -16.7% |
| Q4 2018 | $1,126,000 | -0.1% | 37,339 | +0.1% | 0.84% | +27.0% |
| Q3 2018 | $1,127,000 | -0.7% | 37,308 | -0.8% | 0.66% | +91.1% |
| Q2 2018 | $1,135,000 | -15.9% | 37,620 | -15.9% | 0.35% | -14.1% |
| Q1 2018 | $1,350,000 | – | 44,718 | – | 0.40% | – |
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% |