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 | ||||
|---|---|---|---|---|---|---|
| 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. | 683,647 | $20,256,471 | 20.88% |
| Signify Wealth | 505,474 | $14,850,826 | 13.00% |
| Advocacy Wealth Management Services, LLC | 3,011,250 | $88,470,532 | 11.69% |
| Coulter & Justus Financial Services, LLC | 569,554 | $16,733,498 | 11.37% |
| Astor Investment Management LLC | 1,187,624 | $34,892,397 | 10.67% |
| Sunflower Bank, N.A. | 1,576,560 | $46,319 | 10.08% |
| Flagstone Financial Management | 536,776 | $15,770,483 | 9.60% |
| PECAUT & CO. | 616,555 | $18,114,386 | 8.60% |
| Litman Gregory Wealth Management LLC | 2,074,023 | $60,934,793 | 8.51% |
| IRON Financial LLC | 497,405 | $14,613,760 | 8.39% |