SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 19 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,137,130 | +17.1% | 584,486 | +17.6% | 9.40% | +18.0% |
| Q2 2023 | $14,631,297 | +2.3% | 496,987 | +3.0% | 7.96% | -3.0% |
| Q1 2023 | $14,298,104 | +46.3% | 482,555 | +45.1% | 8.21% | +24.2% |
| Q4 2022 | $9,770,230 | +0.1% | 332,547 | -0.4% | 6.61% | -12.6% |
| Q3 2022 | $9,758,000 | +3.0% | 333,949 | +4.8% | 7.56% | +7.6% |
| Q2 2022 | $9,473,000 | – | 318,630 | – | 7.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Walker Financial Services, Inc. | 683,647 | $20,256,471 | 20.88% |
| Advocacy Wealth Management Services, LLC | 3,227,590 | $95,633,499 | 11.61% |
| Coulter & Justus Financial Services, LLC | 591,131 | $17,515,209 | 11.42% |
| Astor Investment Management LLC | 1,118,834 | $33,151 | 10.71% |
| Flagstone Financial Management | 629,779 | $18,660,358 | 9.31% |
| PECAUT & CO. | 625,440 | $18,531,772 | 8.44% |
| CAPITAL WEALTH MANAGEMENT, LLC | 482,555 | $14,298,104 | 8.21% |
| TPG Financial Advisors, LLC | 485,265 | $14,378,392 | 7.86% |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | 1,479,614 | $43,840,963 | 6.78% |
| Coury Firm Asset Management LLC | 151,582 | $4,691,259 | 6.59% |