SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 489 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,238,348 | +50.1% | 76,342 | +50.8% | 1.97% | +48.1% |
| Q2 2023 | $1,490,754 | -0.7% | 50,637 | -0.1% | 1.33% | -3.8% |
| Q1 2023 | $1,502,004 | +0.9% | 50,692 | 0.0% | 1.38% | +0.8% |
| Q4 2022 | $1,489,331 | -3.1% | 50,692 | -2.0% | 1.37% | -3.9% |
| Q2 2022 | $1,537,000 | -1.5% | 51,712 | -0.2% | 1.42% | +21.0% |
| Q1 2022 | $1,561,000 | +3.8% | 51,812 | +6.7% | 1.18% | +8.1% |
| Q4 2021 | $1,504,000 | -1.6% | 48,577 | -0.7% | 1.09% | -8.7% |
| Q3 2021 | $1,528,000 | -1.9% | 48,907 | -1.7% | 1.19% | -0.8% |
| Q2 2021 | $1,557,000 | +2.1% | 49,737 | +2.1% | 1.20% | -2.9% |
| Q1 2021 | $1,525,000 | +6.9% | 48,722 | +7.3% | 1.24% | +2.5% |
| Q4 2020 | $1,426,000 | +2.2% | 45,407 | +2.1% | 1.21% | -9.2% |
| Q3 2020 | $1,395,000 | +14.5% | 44,457 | +14.4% | 1.33% | +7.0% |
| Q2 2020 | $1,218,000 | +7.9% | 38,877 | +4.1% | 1.25% | +3.7% |
| Q1 2020 | $1,129,000 | +10.3% | 37,337 | +12.5% | 1.20% | +36.1% |
| Q4 2019 | $1,024,000 | +3.4% | 33,197 | +3.4% | 0.88% | -0.2% |
| Q3 2019 | $990,000 | +6.8% | 32,092 | +6.6% | 0.88% | +6.9% |
| Q2 2019 | $927,000 | +4.2% | 30,112 | +3.3% | 0.83% | +2.9% |
| Q1 2019 | $890,000 | -12.5% | 29,142 | -13.5% | 0.80% | -6.8% |
| Q3 2018 | $1,017,000 | -1.8% | 33,697 | -1.9% | 0.86% | -4.2% |
| Q2 2018 | $1,036,000 | -75.1% | 34,347 | -75.0% | 0.90% | -72.7% |
| Q1 2018 | $4,154,000 | -23.6% | 137,546 | -23.0% | 3.31% | -25.8% |
| Q4 2017 | $5,437,000 | – | 178,731 | – | 4.46% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Walker Financial Services, Inc. | 683,647 | $20,256,471 | 20.88% |
| Advocacy Wealth Management Services, LLC | 3,227,590 | $95,633,499 | 11.61% |
| Coulter & Justus Financial Services, LLC | 591,131 | $17,515,209 | 11.42% |
| Astor Investment Management LLC | 1,118,834 | $33,151 | 10.71% |
| Flagstone Financial Management | 629,779 | $18,660,358 | 9.31% |
| PECAUT & CO. | 625,440 | $18,531,772 | 8.44% |
| CAPITAL WEALTH MANAGEMENT, LLC | 482,555 | $14,298,104 | 8.21% |
| TPG Financial Advisors, LLC | 485,265 | $14,378,392 | 7.86% |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | 1,479,614 | $43,840,963 | 6.78% |
| Coury Firm Asset Management LLC | 151,582 | $4,691,259 | 6.59% |