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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $50,843 | +1.7% | 1,727 | 0.0% | 0.01% | -22.2% |
| Q3 2022 | $50,000 | -51.0% | 1,727 | -50.0% | 0.02% | 0.0% |
| Q2 2022 | $102,000 | -58.2% | 3,454 | -57.3% | 0.02% | -75.0% |
| Q1 2022 | $244,000 | -2.4% | 8,082 | +0.1% | 0.07% | -1.4% |
| Q4 2021 | $250,000 | -0.4% | 8,071 | +0.3% | 0.07% | -7.6% |
| Q3 2021 | $251,000 | -44.0% | 8,043 | -43.9% | 0.08% | -44.4% |
| Q2 2021 | $448,000 | +78.5% | 14,330 | +78.9% | 0.14% | +61.4% |
| Q1 2021 | $251,000 | 0.0% | 8,011 | +0.2% | 0.09% | -10.2% |
| Q4 2020 | $251,000 | +3.3% | 7,996 | +1.5% | 0.10% | -19.7% |
| Q4 2019 | $243,000 | +0.8% | 7,875 | +0.7% | 0.12% | -9.6% |
| Q3 2019 | $241,000 | +0.8% | 7,821 | +0.6% | 0.14% | -6.9% |
| Q2 2019 | $239,000 | – | 7,778 | – | 0.14% | – |
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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% |