SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 489 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,405,482 | -24.3% | 150,255 | -23.9% | 0.15% | -21.4% |
| Q2 2023 | $5,816,096 | +6.1% | 197,557 | +6.7% | 0.19% | +1.1% |
| Q1 2023 | $5,484,263 | +1.4% | 185,091 | +0.6% | 0.18% | -20.9% |
| Q4 2022 | $5,406,818 | -52.3% | 184,030 | -52.6% | 0.23% | -55.2% |
| Q3 2022 | $11,337,000 | -52.7% | 387,997 | -51.8% | 0.52% | -52.5% |
| Q2 2022 | $23,947,000 | +207.8% | 805,484 | +211.9% | 1.10% | +255.7% |
| Q1 2022 | $7,781,000 | +47.3% | 258,251 | +51.4% | 0.31% | +57.7% |
| Q4 2021 | $5,282,000 | +10.5% | 170,558 | +11.5% | 0.20% | +1.6% |
| Q3 2021 | $4,779,000 | +29768.8% | 152,925 | +30003.3% | 0.19% | +19200.0% |
| Q2 2021 | $16,000 | 0.0% | 508 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $16,000 | 0.0% | 508 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $16,000 | 0.0% | 508 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $16,000 | -54.3% | 508 | -55.4% | 0.00% | -50.0% |
| Q2 2020 | $35,000 | +133.3% | 1,139 | +124.2% | 0.00% | +100.0% |
| Q1 2020 | $15,000 | -6.2% | 508 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $16,000 | 0.0% | 508 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $16,000 | -33.3% | 508 | -36.6% | 0.00% | -66.7% |
| Q1 2019 | $24,000 | -17.2% | 801 | -15.7% | 0.00% | -40.0% |
| Q2 2017 | $29,000 | -50.0% | 950 | -50.0% | 0.01% | -16.7% |
| Q1 2017 | $58,000 | – | 1,900 | – | 0.01% | – |
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% |