SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 422 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,868,101 | -5.8% | 63,714 | -5.4% | 0.07% | -2.7% |
| Q2 2023 | $1,982,781 | +219.2% | 67,350 | +221.2% | 0.08% | +200.0% |
| Q1 2023 | $621,267 | +21.6% | 20,967 | +20.6% | 0.02% | +8.7% |
| Q4 2022 | $510,707 | -18.8% | 17,383 | -19.2% | 0.02% | -28.1% |
| Q3 2022 | $629,000 | +178.3% | 21,515 | +183.4% | 0.03% | +113.3% |
| Q2 2022 | $226,000 | -51.0% | 7,593 | -50.3% | 0.02% | -42.3% |
| Q1 2022 | $461,000 | -16.6% | 15,290 | -14.4% | 0.03% | -10.3% |
| Q4 2021 | $553,000 | -6.0% | 17,861 | -5.0% | 0.03% | -17.1% |
| Q3 2021 | $588,000 | -29.9% | 18,805 | -29.9% | 0.04% | -30.0% |
| Q2 2021 | $839,000 | -11.7% | 26,807 | -11.6% | 0.05% | -23.1% |
| Q1 2021 | $950,000 | +12.4% | 30,338 | +12.8% | 0.06% | +3.2% |
| Q4 2020 | $845,000 | +25.9% | 26,899 | +25.8% | 0.06% | +8.6% |
| Q3 2020 | $671,000 | -64.4% | 21,375 | -65.8% | 0.06% | -84.4% |
| Q4 2018 | $1,886,000 | – | 62,577 | – | 0.37% | – |
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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% |