SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 508 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $918,165 | +6.0% | 31,315 | +6.4% | 0.08% | 0.0% |
| Q2 2023 | $866,543 | +1.6% | 29,434 | +2.3% | 0.08% | -3.8% |
| Q1 2023 | $852,665 | +97907.5% | 28,777 | -2.9% | 0.08% | -8.0% |
| Q4 2022 | $870 | -99.9% | 29,639 | +2.8% | 0.09% | +13.0% |
| Q3 2022 | $842,000 | -2.7% | 28,831 | -1.1% | 0.08% | -16.3% |
| Q2 2022 | $865,000 | -0.3% | 29,142 | +1.1% | 0.09% | +4.5% |
| Q1 2022 | $868,000 | +13.0% | 28,817 | +16.1% | 0.09% | +17.3% |
| Q4 2021 | $768,000 | -7.0% | 24,812 | -6.2% | 0.08% | -15.7% |
| Q3 2021 | $826,000 | +10.0% | 26,452 | +10.2% | 0.09% | +6.0% |
| Q2 2021 | $751,000 | +5.2% | 24,000 | +5.2% | 0.08% | -5.6% |
| Q1 2021 | $714,000 | +9.3% | 22,813 | +9.6% | 0.09% | -1.1% |
| Q4 2020 | $653,000 | +45.8% | 20,809 | +45.6% | 0.09% | +23.3% |
| Q3 2020 | $448,000 | – | 14,290 | – | 0.07% | – |
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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% |