SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 286 filers reported holding SPDR SER TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $371,189 | -32.2% | 12,893 | -31.2% | 0.12% | -34.9% |
Q1 2023 | $547,858 | +9.2% | 18,743 | +7.9% | 0.19% | +1.1% |
Q4 2022 | $501,877 | -5.8% | 17,372 | -5.7% | 0.18% | -11.1% |
Q3 2022 | $533,000 | +163.9% | 18,421 | +169.0% | 0.21% | +176.0% |
Q2 2022 | $202,000 | -3.3% | 6,849 | -3.0% | 0.08% | +10.3% |
Q1 2022 | $209,000 | 0.0% | 7,060 | +2.8% | 0.07% | +4.6% |
Q4 2021 | $209,000 | 0.0% | 6,866 | +0.5% | 0.06% | -4.4% |
Q3 2021 | $209,000 | -59.9% | 6,829 | -59.7% | 0.07% | -66.8% |
Q4 2020 | $521,000 | +5.5% | 16,962 | +5.3% | 0.20% | -3.3% |
Q3 2020 | $494,000 | +6.5% | 16,107 | +6.7% | 0.21% | 0.0% |
Q2 2020 | $464,000 | -75.3% | 15,089 | -75.7% | 0.21% | -79.3% |
Q3 2018 | $1,875,000 | -0.5% | 62,126 | -0.5% | 1.02% | -6.2% |
Q2 2018 | $1,884,000 | +1.6% | 62,454 | +1.7% | 1.09% | +25.5% |
Q1 2018 | $1,854,000 | +20.5% | 61,404 | +21.1% | 0.87% | +13.9% |
Q4 2017 | $1,539,000 | – | 50,702 | – | 0.76% | – |
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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% |