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 | $64,329 | -0.4% | 2,194 | 0.0% | 0.01% | +8.3% |
| Q2 2023 | $64,592 | +29.0% | 2,194 | +29.8% | 0.01% | +20.0% |
| Q1 2023 | $50,075 | +0.9% | 1,690 | 0.0% | 0.01% | -9.1% |
| Q4 2022 | $49,652 | +1.3% | 1,690 | 0.0% | 0.01% | -15.4% |
| Q3 2022 | $49,000 | -32.9% | 1,690 | -30.9% | 0.01% | -31.6% |
| Q2 2022 | $73,000 | -48.2% | 2,445 | -47.9% | 0.02% | -42.4% |
| Q1 2022 | $141,000 | -2.8% | 4,690 | 0.0% | 0.03% | -5.7% |
| Q4 2021 | $145,000 | -1.4% | 4,690 | 0.0% | 0.04% | -12.5% |
| Q3 2021 | $147,000 | 0.0% | 4,690 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $147,000 | 0.0% | 4,690 | 0.0% | 0.04% | -11.1% |
| Q1 2021 | $147,000 | 0.0% | 4,690 | 0.0% | 0.04% | -10.0% |
| Q4 2020 | $147,000 | – | 4,690 | – | 0.05% | – |
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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% |