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 2020 | $212,000 | -48.7% | 7,015 | -47.7% | 0.05% | -30.8% |
| Q4 2019 | $413,000 | -14.8% | 13,415 | -14.8% | 0.08% | -27.1% |
| Q3 2019 | $485,000 | +29.3% | 15,745 | +29.4% | 0.11% | -26.7% |
| Q2 2019 | $375,000 | +0.5% | 12,170 | -0.4% | 0.15% | +4.3% |
| Q1 2019 | $373,000 | -45.9% | 12,220 | -46.6% | 0.14% | -55.3% |
| Q4 2018 | $690,000 | -84.0% | 22,898 | -84.0% | 0.31% | -82.8% |
| Q3 2018 | $4,326,000 | +7.8% | 143,356 | +7.7% | 1.82% | +3.4% |
| Q2 2018 | $4,014,000 | +7.1% | 133,086 | +7.3% | 1.76% | +6.1% |
| Q1 2018 | $3,747,000 | +10.0% | 124,082 | +10.9% | 1.66% | +15.7% |
| Q4 2017 | $3,405,000 | -1.6% | 111,933 | -0.8% | 1.44% | -8.0% |
| Q3 2017 | $3,462,000 | +57.4% | 112,884 | +57.2% | 1.56% | +44.5% |
| Q2 2017 | $2,200,000 | -1.3% | 71,793 | -1.5% | 1.08% | -3.6% |
| Q1 2017 | $2,230,000 | – | 72,855 | – | 1.12% | – |
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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% |