SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 265 filers reported holding SPDR SER TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2022 | $151,000 | +17.1% | 5,078 | +18.8% | 0.03% | +34.8% |
Q1 2022 | $129,000 | -15.7% | 4,274 | -13.6% | 0.02% | -8.0% |
Q4 2021 | $153,000 | -9.5% | 4,946 | -8.5% | 0.02% | -16.7% |
Q3 2021 | $169,000 | -24.2% | 5,406 | -24.1% | 0.03% | -26.8% |
Q2 2021 | $223,000 | +175.3% | 7,122 | +173.6% | 0.04% | +115.8% |
Q1 2021 | $81,000 | +22.7% | 2,603 | +23.4% | 0.02% | +11.8% |
Q4 2020 | $66,000 | +15.8% | 2,110 | +16.4% | 0.02% | -10.5% |
Q3 2020 | $57,000 | +72.7% | 1,812 | +72.7% | 0.02% | +46.2% |
Q2 2020 | $33,000 | +3.1% | 1,049 | -1.2% | 0.01% | -13.3% |
Q1 2020 | $32,000 | +52.4% | 1,062 | +56.6% | 0.02% | +66.7% |
Q3 2019 | $21,000 | 0.0% | 678 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $21,000 | 0.0% | 678 | 0.0% | 0.01% | -18.2% |
Q1 2019 | $21,000 | +110.0% | 678 | +94.8% | 0.01% | +57.1% |
Q4 2018 | $10,000 | -58.3% | 348 | -56.0% | 0.01% | -61.1% |
Q1 2018 | $24,000 | -17.2% | 791 | -15.8% | 0.02% | -18.2% |
Q4 2017 | $29,000 | 0.0% | 939 | +0.8% | 0.02% | -15.4% |
Q3 2017 | $29,000 | – | 932 | – | 0.03% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Compass Financial Group, Inc. | 368,292 | $11,251,000 | 11.13% |
Titan Capital Management, LLC /TX | 342,777 | $10,472,000 | 10.71% |
Great Point Wealth Advisors, LLC | 400,225 | $12,226,000 | 10.38% |
TPG Financial Advisors, LLC | 343,224 | $10,451,000 | 10.10% |
Hirtle Callaghan & Co LLC | 4,066,167 | $124,221,000 | 10.07% |
Asset Planning Services, Ltd. | 653,722 | $19,971,000 | 9.44% |
Baystate Wealth Management LLC | 2,037,831 | $62,175,000 | 8.23% |
Occidental Asset Management, LLC | 526,614 | $16,088,000 | 7.74% |
NICOLET ADVISORY SERVICES, LLC | 1,454,767 | $44,443,000 | 7.54% |
MBM Wealth Consultants, LLC | 251,358 | $7,679,000 | 6.73% |