SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 459 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,923,338 | +5.0% | 713,620 | +5.4% | 3.12% | +10.3% |
| Q2 2023 | $19,934,074 | +6.2% | 677,108 | +6.9% | 2.82% | -2.4% |
| Q1 2023 | $18,762,049 | +107585.5% | 633,211 | +6.8% | 2.89% | +0.0% |
| Q4 2022 | $17,423 | -99.9% | 593,007 | -6.9% | 2.89% | -19.9% |
| Q3 2022 | $18,615,000 | -2.5% | 637,050 | -0.8% | 3.61% | +2.0% |
| Q2 2022 | $19,089,000 | -4.2% | 642,078 | -2.9% | 3.54% | -11.6% |
| Q1 2022 | $19,929,000 | +10.7% | 661,429 | +13.7% | 4.01% | +7.6% |
| Q4 2021 | $18,009,000 | -0.1% | 581,494 | +0.8% | 3.72% | -6.8% |
| Q3 2021 | $18,031,000 | +7.8% | 576,984 | +8.0% | 4.00% | +0.1% |
| Q2 2021 | $16,726,000 | +11.1% | 534,377 | +11.2% | 3.99% | -27.8% |
| Q1 2021 | $15,051,000 | +7.7% | 480,714 | +8.0% | 5.53% | +5.1% |
| Q4 2020 | $13,971,000 | +9.6% | 444,946 | +9.5% | 5.26% | +0.0% |
| Q3 2020 | $12,752,000 | +5.4% | 406,498 | +5.3% | 5.26% | -3.1% |
| Q2 2020 | $12,094,000 | +8.1% | 385,903 | +4.4% | 5.43% | -3.6% |
| Q1 2020 | $11,184,000 | -6.7% | 369,714 | -4.8% | 5.63% | +2.9% |
| Q4 2019 | $11,982,000 | +5.2% | 388,533 | +5.3% | 5.47% | +3.7% |
| Q3 2019 | $11,385,000 | +14.5% | 369,054 | +14.2% | 5.28% | +10.7% |
| Q2 2019 | $9,947,000 | +22.3% | 323,151 | +21.3% | 4.76% | +16.2% |
| Q1 2019 | $8,135,000 | +13.1% | 266,298 | +11.6% | 4.10% | +7.3% |
| Q4 2018 | $7,191,000 | +1050.6% | 238,588 | +1051.4% | 3.82% | +998.6% |
| Q3 2018 | $625,000 | – | 20,722 | – | 0.35% | – |
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% |