SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 494 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $122,563 | +0.3% | 4,180 | +0.7% | 0.05% | 0.0% |
| Q2 2023 | $122,151 | +84727.1% | 4,149 | -14.4% | 0.05% | -22.7% |
| Q1 2023 | $144 | -41.7% | 4,845 | -42.4% | 0.07% | -45.0% |
| Q4 2022 | $247 | -99.8% | 8,405 | +101.7% | 0.12% | +22.4% |
| Q3 2022 | $122,000 | -54.0% | 4,167 | -53.3% | 0.10% | -10.9% |
| Q2 2022 | $265,000 | -39.2% | 8,915 | -38.4% | 0.11% | -34.5% |
| Q1 2022 | $436,000 | -20.4% | 14,479 | -18.2% | 0.17% | -29.7% |
| Q4 2021 | $548,000 | -19.2% | 17,694 | -18.4% | 0.24% | -23.4% |
| Q3 2021 | $678,000 | -17.2% | 21,687 | -17.1% | 0.31% | -20.8% |
| Q2 2021 | $819,000 | -23.2% | 26,151 | -23.2% | 0.39% | -18.6% |
| Q1 2021 | $1,066,000 | -4.6% | 34,051 | -3.5% | 0.48% | -5.7% |
| Q4 2020 | $1,117,000 | -1.3% | 35,272 | -2.3% | 0.51% | -19.2% |
| Q3 2020 | $1,132,000 | +7.8% | 36,087 | +7.7% | 0.64% | -2.5% |
| Q2 2020 | $1,050,000 | +16.8% | 33,506 | +15.0% | 0.65% | +11.3% |
| Q4 2019 | $899,000 | – | 29,148 | – | 0.58% | – |
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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% |