SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 531 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,391,276 | +62.7% | 47,451 | +63.3% | 0.03% | +57.9% |
| Q2 2023 | $855,192 | -15.8% | 29,049 | -15.3% | 0.02% | -20.8% |
| Q1 2023 | $1,015,658 | -0.0% | 34,278 | -0.9% | 0.02% | -17.2% |
| Q4 2022 | $1,015,880 | +6.6% | 34,577 | +6.0% | 0.03% | -17.1% |
| Q3 2022 | $953,000 | +37.7% | 32,625 | +40.1% | 0.04% | +16.7% |
| Q2 2022 | $692,000 | +0.6% | 23,290 | +2.0% | 0.03% | +15.4% |
| Q1 2022 | $688,000 | -69.4% | 22,828 | -68.6% | 0.03% | -67.5% |
| Q4 2021 | $2,251,000 | -0.8% | 72,674 | +0.1% | 0.08% | -11.1% |
| Q3 2021 | $2,269,000 | -2.5% | 72,623 | -2.3% | 0.09% | -6.2% |
| Q2 2021 | $2,326,000 | +185.4% | 74,321 | +185.5% | 0.10% | +152.6% |
| Q1 2021 | $815,000 | +6.3% | 26,035 | +6.6% | 0.04% | -5.0% |
| Q4 2020 | $767,000 | -15.6% | 24,417 | -15.7% | 0.04% | -36.5% |
| Q3 2020 | $909,000 | +1.5% | 28,978 | +1.4% | 0.06% | -3.1% |
| Q2 2020 | $896,000 | +3.5% | 28,584 | -0.2% | 0.06% | -15.6% |
| Q1 2020 | $866,000 | +3.7% | 28,644 | +5.8% | 0.08% | +16.7% |
| Q4 2019 | $835,000 | -2.6% | 27,070 | -2.6% | 0.07% | -14.3% |
| Q3 2019 | $857,000 | +24.2% | 27,786 | +23.9% | 0.08% | +45.3% |
| Q2 2019 | $690,000 | +4828.6% | 22,423 | +4860.8% | 0.05% | +2550.0% |
| Q1 2019 | $14,000 | 0.0% | 452 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $14,000 | -88.3% | 452 | -88.7% | 0.00% | -92.0% |
| Q2 2018 | $120,000 | +2.6% | 3,991 | +3.5% | 0.02% | -3.8% |
| Q1 2018 | $117,000 | +12.5% | 3,857 | +12.5% | 0.03% | +116.7% |
| Q4 2017 | $104,000 | -1.0% | 3,429 | 0.0% | 0.01% | -61.3% |
| Q2 2017 | $105,000 | – | 3,429 | – | 0.03% | – |
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% |