SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 559 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
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. | 683,647 | $20,256,471 | 20.88% |
| Signify Wealth | 505,474 | $14,850,826 | 13.00% |
| Advocacy Wealth Management Services, LLC | 3,011,250 | $88,470,532 | 11.69% |
| Coulter & Justus Financial Services, LLC | 569,554 | $16,733,498 | 11.37% |
| Astor Investment Management LLC | 1,187,624 | $34,892,397 | 10.67% |
| Sunflower Bank, N.A. | 1,576,560 | $46,319 | 10.08% |
| Flagstone Financial Management | 536,776 | $15,770,483 | 9.60% |
| PECAUT & CO. | 616,555 | $18,114,386 | 8.60% |
| Litman Gregory Wealth Management LLC | 2,074,023 | $60,934,793 | 8.51% |
| IRON Financial LLC | 497,405 | $14,613,760 | 8.39% |