SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 265 filers reported holding SPDR SER TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $2,837,000 | +71.6% | 92,007 | +71.8% | 1.72% | +57.2% |
| Q3 2019 | $1,653,000 | +99.2% | 53,569 | +98.6% | 1.10% | +89.8% |
| Q2 2019 | $830,000 | -1.5% | 26,968 | -2.3% | 0.58% | -6.3% |
| Q1 2019 | $843,000 | +22.5% | 27,601 | +20.9% | 0.62% | +14.3% |
| Q4 2018 | $688,000 | +73.7% | 22,835 | +73.8% | 0.54% | +104.2% |
| Q3 2018 | $396,000 | -14.7% | 13,135 | -14.6% | 0.26% | -27.5% |
| Q2 2018 | $464,000 | -30.2% | 15,385 | -30.1% | 0.36% | -32.0% |
| Q1 2018 | $665,000 | +4.1% | 22,007 | +4.8% | 0.54% | +8.7% |
| Q4 2017 | $639,000 | – | 21,002 | – | 0.49% | – |
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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% |