SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 522 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,235,564 | +1.0% | 144,460 | +1.4% | 2.24% | +4.3% |
| Q2 2023 | $4,194,666 | -1.6% | 142,482 | -1.0% | 2.14% | -7.5% |
| Q1 2023 | $4,263,905 | +101907.3% | 143,905 | +1.1% | 2.32% | -5.0% |
| Q4 2022 | $4,180 | -99.9% | 142,272 | +1.3% | 2.44% | -9.2% |
| Q3 2022 | $4,102,000 | +3.2% | 140,378 | +5.0% | 2.69% | +6.8% |
| Q2 2022 | $3,974,000 | +0.6% | 133,682 | +1.9% | 2.52% | +17.1% |
| Q1 2022 | $3,952,000 | +0.4% | 131,175 | +3.2% | 2.15% | +12.8% |
| Q4 2021 | $3,937,000 | -4.9% | 127,115 | -4.0% | 1.90% | -15.9% |
| Q3 2021 | $4,139,000 | +7.5% | 132,436 | +7.7% | 2.26% | +6.1% |
| Q2 2021 | $3,851,000 | +0.3% | 123,021 | +0.3% | 2.13% | -14.1% |
| Q1 2021 | $3,840,000 | +4.4% | 122,646 | +4.7% | 2.48% | -2.4% |
| Q4 2020 | $3,677,000 | +20.4% | 117,087 | +20.2% | 2.54% | +6.9% |
| Q3 2020 | $3,055,000 | +2.6% | 97,394 | +2.5% | 2.38% | -6.2% |
| Q2 2020 | $2,978,000 | +5.6% | 95,042 | +1.9% | 2.53% | -13.8% |
| Q1 2020 | $2,821,000 | +4.9% | 93,249 | +6.9% | 2.94% | +34.1% |
| Q4 2019 | $2,689,000 | +31.6% | 87,198 | +31.7% | 2.19% | +23.8% |
| Q3 2019 | $2,043,000 | +2.0% | 66,215 | +1.8% | 1.77% | +1.6% |
| Q2 2019 | $2,003,000 | +5.8% | 65,062 | +4.9% | 1.74% | +0.8% |
| Q1 2019 | $1,894,000 | +5.0% | 61,999 | +3.6% | 1.73% | -8.1% |
| Q4 2018 | $1,804,000 | – | 59,856 | – | 1.88% | – |
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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% |