SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 366 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $99,000 | -14.7% | 3,152 | -14.6% | 0.02% | -31.8% |
| Q3 2020 | $116,000 | -3.3% | 3,691 | -3.8% | 0.02% | -8.3% |
| Q2 2020 | $120,000 | -7.0% | 3,835 | -9.8% | 0.02% | -27.3% |
| Q1 2020 | $129,000 | +17.3% | 4,250 | +19.0% | 0.03% | +37.5% |
| Q4 2019 | $110,000 | -9.1% | 3,570 | -9.2% | 0.02% | -7.7% |
| Q3 2019 | $121,000 | +37.5% | 3,930 | +37.9% | 0.03% | +36.8% |
| Q2 2019 | $88,000 | – | 2,850 | – | 0.02% | – |
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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% |