SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 383 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $299,441 | -18.4% | 10,192 | -17.4% | 0.02% | -40.0% |
| Q2 2022 | $367,000 | +312.4% | 12,338 | +317.8% | 0.04% | +344.4% |
| Q1 2022 | $89,000 | -9.2% | 2,953 | -6.7% | 0.01% | -10.0% |
| Q4 2021 | $98,000 | -5.8% | 3,165 | -4.8% | 0.01% | -16.7% |
| Q3 2021 | $104,000 | -4.6% | 3,326 | -4.6% | 0.01% | 0.0% |
| Q2 2021 | $109,000 | +5.8% | 3,485 | +5.6% | 0.01% | -20.0% |
| Q1 2021 | $103,000 | -7.2% | 3,300 | -6.3% | 0.02% | -25.0% |
| Q4 2020 | $111,000 | -0.9% | 3,522 | -1.3% | 0.02% | -13.0% |
| Q3 2020 | $112,000 | +6.7% | 3,569 | +6.8% | 0.02% | 0.0% |
| Q2 2020 | $105,000 | +25.0% | 3,341 | +22.4% | 0.02% | +4.5% |
| Q1 2020 | $84,000 | -16.0% | 2,729 | -16.0% | 0.02% | -8.3% |
| Q4 2019 | $100,000 | – | 3,248 | – | 0.02% | – |
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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% |