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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,837,006 | +1.2% | 62,654 | +1.6% | 0.32% | +3.3% |
| Q2 2023 | $1,815,630 | -3.9% | 61,672 | -3.3% | 0.31% | -5.8% |
| Q1 2023 | $1,889,741 | +3.0% | 63,778 | +2.1% | 0.33% | 0.0% |
| Q4 2022 | $1,834,393 | +7.2% | 62,437 | +6.6% | 0.33% | -0.3% |
| Q3 2022 | $1,711,000 | +45.4% | 58,547 | +47.9% | 0.33% | +55.7% |
| Q2 2022 | $1,177,000 | +34.1% | 39,593 | +35.8% | 0.21% | +51.1% |
| Q1 2022 | $878,000 | -3.5% | 29,154 | -1.1% | 0.14% | -0.7% |
| Q4 2021 | $910,000 | -0.1% | 29,470 | +1.1% | 0.14% | -6.0% |
| Q3 2021 | $911,000 | +3544.0% | 29,144 | +3411.3% | 0.15% | +1254.5% |
| Q1 2019 | $25,000 | – | 830 | – | 0.01% | – |
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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% |