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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Coulter & Justus Financial Services, LLC | 639,835 | $19,022,000 | 15.30% |
| Advocacy Wealth Management Services, LLC | 2,693,637 | $80,082,000 | 12.88% |
| Astor Investment Management LLC | 1,324,800 | $39,386,000 | 10.55% |
| TPG Financial Advisors, LLC | 477,388 | $14,193,000 | 9.51% |
| IRON Financial LLC | 590,543 | $17,557,000 | 9.19% |
| Cedar Mountain Advisors, LLC | 860,330 | $25,578,000 | 8.75% |
| Marion Wealth Management | 554,010 | $16,471,000 | 8.63% |
| Sunflower Bank, N.A. | 1,430,451 | $42,527,000 | 8.41% |
| PECAUT & CO. | 493,506 | $14,672,000 | 8.27% |
| Rodgers & Associates, LTD | 1,395,072 | $41,475,000 | 7.11% |