SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 434 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $383,000 | -1.5% | 12,897 | 0.0% | 0.15% | +13.7% |
| Q1 2022 | $389,000 | -14.1% | 12,897 | -11.8% | 0.13% | -14.9% |
| Q4 2021 | $453,000 | -16.1% | 14,617 | -15.4% | 0.15% | -20.6% |
| Q3 2021 | $540,000 | -18.6% | 17,272 | -18.5% | 0.19% | -20.5% |
| Q2 2021 | $663,000 | -78.5% | 21,202 | -78.4% | 0.24% | -80.1% |
| Q1 2021 | $3,079,000 | +22.4% | 98,335 | +22.8% | 1.23% | +7.4% |
| Q4 2020 | $2,515,000 | +15.5% | 80,106 | +15.4% | 1.14% | +8.6% |
| Q3 2020 | $2,178,000 | – | 69,443 | – | 1.05% | – |
Download | ||||||
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% |