SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 522 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,991,300 | +2.8% | 101,606 | +3.5% | 1.33% | -6.5% |
| Q1 2023 | $2,909,509 | +4.2% | 98,194 | +3.3% | 1.42% | -1.0% |
| Q4 2022 | $2,792,680 | +2.1% | 95,053 | +1.6% | 1.43% | -6.0% |
| Q3 2022 | $2,734,000 | +6.6% | 93,555 | +8.4% | 1.53% | +9.4% |
| Q2 2022 | $2,565,000 | +27.9% | 86,290 | +29.7% | 1.40% | +35.6% |
| Q1 2022 | $2,005,000 | +86.0% | 66,544 | +91.1% | 1.03% | +96.7% |
| Q4 2021 | $1,078,000 | – | 34,816 | – | 0.52% | – |
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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% |