SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 422 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $284,000 | -2.7% | 9,415 | 0.0% | 0.04% | -14.6% |
| Q4 2021 | $292,000 | -0.7% | 9,415 | 0.0% | 0.05% | -30.4% |
| Q3 2021 | $294,000 | -0.3% | 9,415 | 0.0% | 0.07% | 0.0% |
| Q2 2021 | $295,000 | 0.0% | 9,415 | 0.0% | 0.07% | -16.9% |
| Q1 2021 | $295,000 | -0.3% | 9,415 | 0.0% | 0.08% | -7.8% |
| Q4 2020 | $296,000 | +0.3% | 9,415 | 0.0% | 0.09% | -12.6% |
| Q3 2020 | $295,000 | -5.1% | 9,415 | -5.0% | 0.10% | -10.4% |
| Q2 2020 | $311,000 | +3.7% | 9,915 | 0.0% | 0.12% | -21.2% |
| Q1 2020 | $300,000 | – | 9,915 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Occidental Asset Management, LLC | 798,907 | $25,086,000 | 8.31% |
| Cedar Mountain Advisors, LLC | 721,802 | $22,665,000 | 8.10% |
| Hirtle Callaghan & Co LLC | 3,380,221 | $106,181,000 | 8.05% |
| Baystate Wealth Management LLC | 2,048,298 | $64,317,000 | 7.33% |
| TPG Financial Advisors, LLC | 303,283 | $9,523,000 | 7.07% |
| Compass Financial Group, Inc. | 368,107 | $11,559,000 | 6.96% |
| Windward Private Wealth Management Inc. | 463,564 | $14,556,000 | 6.80% |
| Rodgers & Associates, LTD | 1,173,864 | $36,859,000 | 6.74% |
| Buckingham Capital Management, Inc. | 1,217,269 | $38,222,000 | 6.73% |
| Sunflower Bank, N.A. | 1,212,681 | $38,078,000 | 6.54% |