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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $229,000 | -24.4% | 7,317 | -24.3% | 0.04% | -32.8% |
| Q4 2020 | $303,000 | +5.9% | 9,663 | +6.0% | 0.07% | -10.7% |
| Q3 2020 | $286,000 | +39.5% | 9,112 | +34.2% | 0.08% | -3.8% |
| Q2 2018 | $205,000 | -44.6% | 6,789 | -44.6% | 0.08% | -48.0% |
| Q1 2018 | $370,000 | -50.1% | 12,246 | -49.8% | 0.15% | -51.8% |
| Q4 2017 | $741,000 | +1.6% | 24,371 | +2.5% | 0.31% | -4.3% |
| Q3 2017 | $729,000 | -0.3% | 23,779 | -0.3% | 0.32% | -10.7% |
| Q2 2017 | $731,000 | +12.6% | 23,848 | +12.4% | 0.36% | +8.3% |
| Q1 2017 | $649,000 | +0.8% | 21,215 | +0.5% | 0.34% | -13.6% |
| Q4 2016 | $644,000 | – | 21,105 | – | 0.39% | – |
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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% |