SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 434 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $2,353,000 | +173.0% | 75,189 | +173.1% | 0.86% | +160.3% |
| Q1 2021 | $862,000 | -0.2% | 27,527 | 0.0% | 0.33% | -11.8% |
| Q4 2020 | $864,000 | -0.2% | 27,527 | -0.3% | 0.37% | -11.2% |
| Q3 2020 | $866,000 | -10.4% | 27,604 | -10.5% | 0.42% | -26.1% |
| Q2 2020 | $966,000 | +3.5% | 30,835 | 0.0% | 0.57% | -18.0% |
| Q1 2020 | $933,000 | -2.2% | 30,835 | -0.3% | 0.70% | +12.5% |
| Q4 2019 | $954,000 | 0.0% | 30,933 | 0.0% | 0.62% | -9.9% |
| Q3 2019 | $954,000 | +0.2% | 30,933 | 0.0% | 0.69% | -5.2% |
| Q2 2019 | $952,000 | +12.8% | 30,933 | +12.0% | 0.72% | +4.8% |
| Q1 2019 | $844,000 | -8.1% | 27,625 | -9.3% | 0.69% | -21.6% |
| Q4 2018 | $918,000 | – | 30,474 | – | 0.88% | – |
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% |