SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 19 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| Walker Financial Services, Inc. | 683,647 | $20,256,471 | 20.88% |
| Advocacy Wealth Management Services, LLC | 3,227,590 | $95,633,499 | 11.61% |
| Coulter & Justus Financial Services, LLC | 591,131 | $17,515,209 | 11.42% |
| Astor Investment Management LLC | 1,118,834 | $33,151 | 10.71% |
| Flagstone Financial Management | 629,779 | $18,660,358 | 9.31% |
| PECAUT & CO. | 625,440 | $18,531,772 | 8.44% |
| CAPITAL WEALTH MANAGEMENT, LLC | 482,555 | $14,298,104 | 8.21% |
| TPG Financial Advisors, LLC | 485,265 | $14,378,392 | 7.86% |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | 1,479,614 | $43,840,963 | 6.78% |
| Coury Firm Asset Management LLC | 151,582 | $4,691,259 | 6.59% |