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 | ||||
|---|---|---|---|---|---|---|
| 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. | 683,647 | $20,256,471 | 20.88% |
| Signify Wealth | 505,474 | $14,850,826 | 13.00% |
| Advocacy Wealth Management Services, LLC | 3,011,250 | $88,470,532 | 11.69% |
| Coulter & Justus Financial Services, LLC | 569,554 | $16,733,498 | 11.37% |
| Astor Investment Management LLC | 1,187,624 | $34,892,397 | 10.67% |
| Sunflower Bank, N.A. | 1,576,560 | $46,319 | 10.08% |
| Flagstone Financial Management | 536,776 | $15,770,483 | 9.60% |
| PECAUT & CO. | 616,555 | $18,114,386 | 8.60% |
| Litman Gregory Wealth Management LLC | 2,074,023 | $60,934,793 | 8.51% |
| IRON Financial LLC | 497,405 | $14,613,760 | 8.39% |