SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 528 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,204 | -99.9% | 74,368 | -7.0% | 0.17% | +19.7% |
| Q4 2021 | $2,477,000 | +1.1% | 79,988 | +2.0% | 0.14% | -13.9% |
| Q3 2021 | $2,450,000 | -0.1% | 78,409 | +0.1% | 0.16% | +1.2% |
| Q2 2021 | $2,453,000 | -9.0% | 78,362 | -9.0% | 0.16% | +73.4% |
| Q1 2021 | $2,695,000 | +7.2% | 86,086 | +7.5% | 0.09% | -12.1% |
| Q4 2020 | $2,514,000 | +0.3% | 80,075 | +0.2% | 0.11% | -14.4% |
| Q3 2020 | $2,507,000 | -0.1% | 79,915 | -0.2% | 0.12% | -9.4% |
| Q2 2020 | $2,510,000 | +2.4% | 80,103 | -1.1% | 0.14% | -23.8% |
| Q1 2020 | $2,451,000 | -8.7% | 81,031 | -6.9% | 0.18% | -11.7% |
| Q4 2019 | $2,684,000 | -13.5% | 87,021 | -13.5% | 0.20% | -19.9% |
| Q3 2019 | $3,102,000 | – | 100,553 | – | 0.26% | – |
Download | ||||||
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% |