SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 508 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $352,783 | -16.2% | 12,032 | -15.8% | 0.07% | -12.8% |
| Q2 2023 | $420,945 | +1.6% | 14,298 | +2.3% | 0.08% | -39.1% |
| Q1 2023 | $414,149 | -10.1% | 13,973 | -10.1% | 0.13% | -12.9% |
| Q4 2022 | $460,723 | -5.6% | 15,549 | -7.1% | 0.15% | -23.4% |
| Q3 2022 | $488,000 | +0.6% | 16,730 | +2.6% | 0.19% | -30.9% |
| Q2 2022 | $485,000 | -9.7% | 16,311 | -8.4% | 0.28% | +1.5% |
| Q1 2022 | $537,000 | +7.6% | 17,808 | +10.6% | 0.27% | -5.8% |
| Q4 2021 | $499,000 | +3.3% | 16,106 | +4.2% | 0.29% | +31.7% |
| Q3 2021 | $483,000 | +5.5% | 15,457 | +5.7% | 0.22% | +10.5% |
| Q2 2021 | $458,000 | – | 14,624 | – | 0.20% | – |
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% |