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 | $5,660,146 | +15.0% | 193,047 | +15.5% | 0.29% | +12.1% |
Q2 2023 | $4,920,133 | -0.3% | 167,124 | +0.3% | 0.26% | -9.2% |
Q1 2023 | $4,934,845 | -52.8% | 166,549 | -53.1% | 0.28% | -57.0% |
Q4 2022 | $10,444,156 | +290.7% | 355,485 | +288.6% | 0.66% | +223.2% |
Q3 2022 | $2,673,000 | -1.2% | 91,478 | +0.5% | 0.20% | -14.7% |
Q2 2022 | $2,705,000 | -1.1% | 90,995 | +0.2% | 0.24% | +15.0% |
Q1 2022 | $2,736,000 | -13.8% | 90,809 | -11.4% | 0.21% | -11.5% |
Q4 2021 | $3,174,000 | -0.5% | 102,478 | +0.4% | 0.23% | -10.0% |
Q3 2021 | $3,191,000 | +37.6% | 102,105 | +37.8% | 0.26% | +76.9% |
Q2 2021 | $2,319,000 | +246.6% | 74,091 | +246.7% | 0.15% | +206.2% |
Q1 2021 | $669,000 | +6.5% | 21,370 | +6.9% | 0.05% | -7.7% |
Q4 2020 | $628,000 | +2.6% | 19,996 | +2.5% | 0.05% | -14.8% |
Q3 2020 | $612,000 | +121.7% | 19,506 | +113.6% | 0.06% | +52.5% |
Q1 2020 | $276,000 | +170.6% | 9,131 | +170.5% | 0.04% | +48.1% |
Q1 2018 | $102,000 | – | 3,375 | – | 0.03% | – |
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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% |