SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 380 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $472,000 | -25.6% | 15,074 | -25.6% | 0.29% | -36.2% |
| Q1 2021 | $634,000 | +100.6% | 20,253 | +101.5% | 0.45% | +50.5% |
| Q4 2020 | $316,000 | -7.6% | 10,050 | -7.9% | 0.30% | -16.0% |
| Q3 2020 | $342,000 | -69.5% | 10,910 | -69.5% | 0.36% | -68.7% |
| Q2 2020 | $1,122,000 | -42.8% | 35,800 | -43.6% | 1.14% | -12.9% |
| Q4 2019 | $1,963,000 | – | 63,472 | – | 1.31% | – |
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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% |