SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 494 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $204,668 | -0.6% | 6,952 | 0.0% | 0.09% | -5.4% |
| Q1 2023 | $205,988 | +0.9% | 6,952 | 0.0% | 0.09% | -10.7% |
| Q4 2022 | $204,250 | -15.2% | 6,952 | -15.6% | 0.10% | -23.7% |
| Q3 2022 | $241,000 | -1.6% | 8,238 | 0.0% | 0.14% | -2.2% |
| Q2 2022 | $245,000 | -12.2% | 8,238 | -11.1% | 0.14% | +3.0% |
| Q1 2022 | $279,000 | -6.7% | 9,265 | -3.9% | 0.13% | -1.5% |
| Q4 2021 | $299,000 | -1.6% | 9,644 | -0.8% | 0.14% | -9.9% |
| Q3 2021 | $304,000 | -1.6% | 9,720 | -1.7% | 0.15% | 0.0% |
| Q2 2021 | $309,000 | -79.1% | 9,885 | -79.0% | 0.15% | -63.2% |
| Q1 2021 | $1,476,000 | +5.0% | 47,150 | +5.3% | 0.41% | -3.3% |
| Q4 2020 | $1,406,000 | – | 44,763 | – | 0.42% | – |
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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% |