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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $3,124,054 | -41.9% | 105,436 | -42.4% | 0.13% | -47.9% |
| Q4 2022 | $5,373,743 | -29.9% | 182,905 | -30.2% | 0.26% | -41.2% |
| Q3 2022 | $7,661,000 | +3.8% | 262,179 | +5.6% | 0.44% | -2.2% |
| Q2 2022 | $7,382,000 | +1822.4% | 248,285 | +1924.0% | 0.45% | +1619.2% |
| Q2 2021 | $384,000 | +1436.0% | 12,267 | +1448.9% | 0.03% | +1200.0% |
| Q1 2021 | $25,000 | +2400.0% | 792 | +3343.5% | 0.00% | – |
| Q1 2020 | $1,000 | 0.0% | 23 | 0.0% | 0.00% | – |
| Q4 2019 | $1,000 | -83.3% | 23 | -89.0% | 0.00% | -100.0% |
| Q3 2019 | $6,000 | -50.0% | 209 | -47.2% | 0.00% | -50.0% |
| Q2 2019 | $12,000 | +100.0% | 396 | +112.9% | 0.00% | +100.0% |
| Q1 2019 | $6,000 | – | 186 | – | 0.00% | – |
Download | ||||||
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% |