SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 531 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,807 | -50.8% | 505 | -50.0% | 0.00% | 0.0% |
| Q2 2023 | $30,083 | +31.5% | 1,010 | +33.1% | 0.00% | 0.0% |
| Q1 2023 | $22,869 | +25887.5% | 759 | -73.0% | 0.00% | -50.0% |
| Q4 2022 | $88 | -99.9% | 2,815 | +14.0% | 0.00% | 0.0% |
| Q3 2022 | $76,000 | +7.0% | 2,469 | +8.0% | 0.00% | 0.0% |
| Q2 2022 | $71,000 | -26.8% | 2,286 | -26.7% | 0.00% | +100.0% |
| Q1 2022 | $97,000 | +870.0% | 3,118 | +853.5% | 0.00% | – |
| Q4 2021 | $10,000 | 0.0% | 327 | 0.0% | 0.00% | – |
| Q3 2021 | $10,000 | 0.0% | 327 | 0.0% | 0.00% | – |
| Q2 2021 | $10,000 | 0.0% | 327 | 0.0% | 0.00% | – |
| Q1 2021 | $10,000 | 0.0% | 327 | 0.0% | 0.00% | – |
| Q4 2020 | $10,000 | 0.0% | 327 | 0.0% | 0.00% | -100.0% |
| Q3 2020 | $10,000 | -28.6% | 327 | -28.0% | 0.00% | 0.0% |
| Q2 2020 | $14,000 | 0.0% | 454 | -3.8% | 0.00% | 0.0% |
| Q1 2020 | $14,000 | +40.0% | 472 | +44.3% | 0.00% | 0.0% |
| Q4 2019 | $10,000 | 0.0% | 327 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $10,000 | -80.4% | 327 | -80.5% | 0.00% | -85.7% |
| Q1 2019 | $51,000 | -77.1% | 1,677 | -77.3% | 0.01% | -50.0% |
| Q4 2018 | $223,000 | -49.7% | 7,399 | -49.6% | 0.01% | -22.2% |
| Q3 2018 | $443,000 | +96.9% | 14,674 | +96.9% | 0.02% | +100.0% |
| Q2 2018 | $225,000 | +17.8% | 7,454 | +19.0% | 0.01% | 0.0% |
| Q1 2018 | $191,000 | 0.0% | 6,265 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $191,000 | -8.6% | 6,265 | -8.1% | 0.01% | +12.5% |
| Q3 2017 | $209,000 | +5.0% | 6,819 | +5.0% | 0.01% | 0.0% |
| Q2 2017 | $199,000 | -11.2% | 6,492 | -11.1% | 0.01% | -20.0% |
| Q1 2017 | $224,000 | -3.4% | 7,306 | -4.0% | 0.01% | -9.1% |
| Q4 2016 | $232,000 | -31.2% | 7,613 | -30.6% | 0.01% | -38.9% |
| Q3 2016 | $337,000 | -1.5% | 10,964 | -1.3% | 0.02% | -5.3% |
| Q2 2016 | $342,000 | +570.6% | 11,105 | +562.2% | 0.02% | +171.4% |
| Q1 2016 | $51,000 | -97.3% | 1,677 | -97.3% | 0.01% | -94.5% |
| Q4 2015 | $1,888,000 | – | 62,093 | – | 0.13% | – |
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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% |