SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 366 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $545,000 | -23.8% | 18,631 | -22.5% | 0.05% | -19.0% |
| Q2 2022 | $715,000 | -70.8% | 24,043 | -70.5% | 0.06% | -65.8% |
| Q1 2022 | $2,452,000 | -7.3% | 81,373 | -4.7% | 0.18% | -0.5% |
| Q4 2021 | $2,645,000 | -3.3% | 85,404 | -2.4% | 0.18% | -7.0% |
| Q3 2021 | $2,736,000 | -42.2% | 87,542 | -42.1% | 0.20% | -41.8% |
| Q2 2021 | $4,731,000 | +1.0% | 151,165 | +1.0% | 0.34% | -3.4% |
| Q1 2021 | $4,685,000 | +2.0% | 149,638 | +2.3% | 0.35% | -3.0% |
| Q4 2020 | $4,594,000 | +3.3% | 146,317 | +3.2% | 0.36% | 0.0% |
| Q3 2020 | $4,449,000 | -3.6% | 141,809 | -3.7% | 0.36% | -4.2% |
| Q2 2020 | $4,613,000 | +4.3% | 147,203 | +0.7% | 0.38% | -1.0% |
| Q1 2020 | $4,422,000 | +9.9% | 146,144 | +12.0% | 0.38% | +6.6% |
| Q4 2019 | $4,024,000 | +4.4% | 130,466 | +4.4% | 0.36% | -4.7% |
| Q3 2019 | $3,854,000 | +0.5% | 124,932 | +0.3% | 0.38% | +2.2% |
| Q2 2019 | $3,835,000 | +12.4% | 124,618 | +11.6% | 0.37% | +11.7% |
| Q1 2019 | $3,411,000 | +3.6% | 111,659 | +2.3% | 0.33% | +11.0% |
| Q2 2018 | $3,291,000 | +8.7% | 109,148 | +10.6% | 0.30% | -4.5% |
| Q3 2017 | $3,027,000 | -1.2% | 98,683 | -1.3% | 0.31% | -8.7% |
| Q2 2017 | $3,064,000 | +12.2% | 99,999 | +11.8% | 0.34% | +11.7% |
| Q4 2016 | $2,732,000 | +5.4% | 89,484 | +6.3% | 0.31% | +7.7% |
| Q3 2016 | $2,592,000 | +8.3% | 84,214 | +8.3% | 0.28% | +7.1% |
| Q2 2016 | $2,394,000 | +0.6% | 77,774 | +0.2% | 0.27% | +0.4% |
| Q1 2016 | $2,379,000 | – | 77,648 | – | 0.26% | – |
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% |