SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 158 filers reported holding SPDR SER TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,795,889 | -4.7% | 61,251 | -4.3% | 0.04% | -9.3% |
| Q2 2023 | $1,885,224 | +1.3% | 64,036 | +2.0% | 0.04% | -14.0% |
| Q1 2023 | $1,861,067 | -23.2% | 62,810 | -23.8% | 0.05% | -18.0% |
| Q4 2022 | $2,422,924 | -7.5% | 82,468 | -7.9% | 0.06% | -16.4% |
| Q3 2022 | $2,618,000 | -1.3% | 89,582 | +0.4% | 0.07% | +9.0% |
| Q2 2022 | $2,652,000 | +37.4% | 89,208 | +39.3% | 0.07% | +55.8% |
| Q1 2022 | $1,930,000 | +93.4% | 64,046 | +98.8% | 0.04% | +95.5% |
| Q4 2021 | $998,000 | -14.3% | 32,224 | -13.5% | 0.02% | -26.7% |
| Q3 2021 | $1,165,000 | +7.2% | 37,270 | +7.3% | 0.03% | +11.1% |
| Q2 2021 | $1,087,000 | +46.9% | 34,740 | +46.9% | 0.03% | +35.0% |
| Q1 2021 | $740,000 | +13.1% | 23,645 | +13.6% | 0.02% | +5.3% |
| Q4 2020 | $654,000 | +78.2% | 20,816 | +77.9% | 0.02% | +58.3% |
| Q3 2020 | $367,000 | +21.1% | 11,700 | +20.9% | 0.01% | +9.1% |
| Q2 2020 | $303,000 | -3.8% | 9,681 | -7.1% | 0.01% | -21.4% |
| Q1 2020 | $315,000 | -87.1% | 10,426 | -86.9% | 0.01% | -85.4% |
| Q4 2019 | $2,447,000 | -4.6% | 79,357 | -4.6% | 0.10% | -13.5% |
| Q3 2019 | $2,566,000 | -5.8% | 83,161 | -6.1% | 0.11% | -5.9% |
| Q2 2019 | $2,725,000 | -13.0% | 88,524 | -13.7% | 0.12% | -16.3% |
| Q1 2019 | $3,132,000 | +80.7% | 102,523 | +78.3% | 0.14% | +58.4% |
| Q4 2018 | $1,733,000 | +15.0% | 57,488 | +15.1% | 0.09% | +32.8% |
| Q3 2018 | $1,507,000 | +53.6% | 49,941 | +53.5% | 0.07% | +52.3% |
| Q2 2018 | $981,000 | +654.6% | 32,530 | +653.7% | 0.04% | +780.0% |
| Q1 2018 | $130,000 | -64.6% | 4,316 | -64.0% | 0.01% | -88.6% |
| Q1 2015 | $367,000 | – | 11,983 | – | 0.04% | – |
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% |