SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 508 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,255,529 | -11.7% | 76,928 | -11.3% | 0.04% | +10.8% |
| Q2 2023 | $2,554,391 | +77188.7% | 86,766 | -22.2% | 0.04% | -35.1% |
| Q1 2023 | $3,305 | -7.3% | 111,541 | -8.1% | 0.06% | -18.6% |
| Q4 2022 | $3,567 | -99.6% | 121,426 | +274.9% | 0.07% | +218.2% |
| Q3 2022 | $946,000 | -27.3% | 32,388 | -26.0% | 0.02% | -24.1% |
| Q2 2022 | $1,302,000 | -19.9% | 43,792 | -18.8% | 0.03% | -6.5% |
| Q1 2022 | $1,625,000 | -60.3% | 53,918 | -58.7% | 0.03% | -67.7% |
| Q4 2021 | $4,097,000 | +110.6% | 130,480 | +109.7% | 0.10% | +146.2% |
| Q3 2021 | $1,945,000 | -11.7% | 62,230 | -11.5% | 0.04% | -9.3% |
| Q2 2021 | $2,202,000 | -21.2% | 70,355 | -21.2% | 0.04% | -33.8% |
| Q1 2021 | $2,794,000 | -31.3% | 89,250 | -31.1% | 0.06% | -34.3% |
| Q4 2020 | $4,068,000 | -29.6% | 129,555 | -29.7% | 0.10% | -38.9% |
| Q3 2020 | $5,782,000 | -24.0% | 184,310 | -24.1% | 0.16% | -31.1% |
| Q2 2020 | $7,610,000 | +82.8% | 242,805 | +76.5% | 0.24% | +56.7% |
| Q1 2020 | $4,162,000 | -54.7% | 137,595 | -53.8% | 0.15% | -43.8% |
| Q4 2019 | $9,186,000 | +0.3% | 297,865 | +0.3% | 0.27% | -8.6% |
| Q3 2019 | $9,159,000 | +82.0% | 296,890 | +81.6% | 0.29% | +83.6% |
| Q2 2019 | $5,033,000 | -0.0% | 163,525 | -0.8% | 0.16% | 0.0% |
| Q1 2019 | $5,035,000 | – | 164,825 | – | 0.16% | – |
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% |