SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 422 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $289,535 | +5.0% | 9,875 | +5.5% | 0.08% | +8.6% |
| Q2 2023 | $275,617 | +4.7% | 9,362 | +5.4% | 0.07% | +2.9% |
| Q1 2023 | $263,144 | +9.2% | 8,881 | +8.3% | 0.07% | +4.6% |
| Q4 2022 | $241,034 | +8.1% | 8,204 | +7.7% | 0.06% | -4.4% |
| Q3 2022 | $223,000 | +21.2% | 7,615 | +22.8% | 0.07% | +23.6% |
| Q2 2022 | $184,000 | +40.5% | 6,201 | +42.8% | 0.06% | +48.6% |
| Q1 2022 | $131,000 | +20.2% | 4,341 | +23.0% | 0.04% | +12.1% |
| Q4 2021 | $109,000 | +28.2% | 3,530 | +29.2% | 0.03% | +13.8% |
| Q3 2021 | $85,000 | -5.6% | 2,732 | -4.6% | 0.03% | -6.5% |
| Q2 2021 | $90,000 | +100.0% | 2,863 | +100.3% | 0.03% | +82.4% |
| Q1 2021 | $45,000 | 0.0% | 1,429 | 0.0% | 0.02% | -5.6% |
| Q4 2020 | $45,000 | +18.4% | 1,429 | +18.7% | 0.02% | 0.0% |
| Q3 2020 | $38,000 | 0.0% | 1,204 | 0.0% | 0.02% | -5.3% |
| Q2 2020 | $38,000 | +72.7% | 1,204 | +65.8% | 0.02% | +35.7% |
| Q1 2020 | $22,000 | – | 726 | – | 0.01% | – |
Download | ||||||
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% |