SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 446 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,759 | -0.4% | 60 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $1,766 | -0.7% | 60 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $1,778 | +0.9% | 60 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $1,763 | -11.8% | 60 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $2,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $2,000 | -98.4% | 60 | -98.6% | 0.00% | -96.9% |
| Q1 2022 | $125,000 | -2.3% | 4,140 | 0.0% | 0.03% | +3.2% |
| Q4 2021 | $128,000 | +6300.0% | 4,140 | +6800.0% | 0.03% | +3000.0% |
| Q3 2021 | $2,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $2,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $2,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $2,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $2,000 | 0.0% | 60 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $2,000 | -33.3% | 60 | -36.8% | 0.00% | 0.0% |
| Q1 2020 | $3,000 | -85.0% | 95 | -85.3% | 0.00% | -85.7% |
| Q4 2019 | $20,000 | 0.0% | 645 | 0.0% | 0.01% | -12.5% |
| Q3 2019 | $20,000 | 0.0% | 645 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $20,000 | 0.0% | 645 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $20,000 | +5.3% | 645 | 0.0% | 0.01% | -20.0% |
| Q4 2018 | $19,000 | 0.0% | 645 | 0.0% | 0.01% | +25.0% |
| Q3 2018 | $19,000 | -29.6% | 645 | -26.7% | 0.01% | -38.5% |
| Q2 2018 | $27,000 | 0.0% | 880 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $27,000 | -76.5% | 880 | -76.6% | 0.01% | -82.2% |
| Q3 2015 | $115,000 | -2.5% | 3,755 | -3.0% | 0.07% | +7.4% |
| Q2 2015 | $118,000 | – | 3,870 | – | 0.07% | – |
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% |