SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 286 filers reported holding SPDR SER TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $951,635 | -9.7% | 32,457 | -9.3% | 0.08% | -9.2% |
| Q2 2023 | $1,053,897 | +7.5% | 35,798 | +8.2% | 0.09% | -5.4% |
| Q1 2023 | $980,488 | -83.0% | 33,091 | -83.1% | 0.09% | -84.4% |
| Q4 2022 | $5,754,364 | -12.5% | 195,860 | -13.0% | 0.59% | -22.7% |
| Q3 2022 | $6,580,000 | +2064.5% | 225,177 | +2105.5% | 0.76% | +2144.1% |
| Q2 2022 | $304,000 | +23.1% | 10,210 | +24.5% | 0.03% | +41.7% |
| Q1 2022 | $247,000 | -34.8% | 8,204 | -33.0% | 0.02% | -33.3% |
| Q4 2021 | $379,000 | -35.0% | 12,252 | -34.3% | 0.04% | -42.9% |
| Q3 2021 | $583,000 | 0.0% | 18,638 | 0.0% | 0.06% | 0.0% |
| Q2 2021 | $583,000 | +35.9% | 18,638 | +36.1% | 0.06% | +28.6% |
| Q1 2021 | $429,000 | -24.1% | 13,690 | -23.9% | 0.05% | -30.0% |
| Q4 2020 | $565,000 | -19.5% | 17,978 | -19.7% | 0.07% | -26.3% |
| Q3 2020 | $702,000 | +38.5% | 22,393 | +38.2% | 0.10% | +28.4% |
| Q2 2020 | $507,000 | +4970.0% | 16,200 | +4869.3% | 0.07% | +3600.0% |
| Q1 2020 | $10,000 | 0.0% | 326 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $10,000 | 0.0% | 326 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $10,000 | 0.0% | 326 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $10,000 | +11.1% | 326 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $9,000 | 0.0% | 326 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $9,000 | -10.0% | 326 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $10,000 | +11.1% | 326 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $9,000 | – | 326 | – | 0.00% | – |
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% |