SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 508 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,608,469 | -10.2% | 293,604 | -9.8% | 2.00% | -8.6% |
| Q2 2023 | $9,582,249 | +0.0% | 325,484 | +0.7% | 2.18% | -4.5% |
| Q1 2023 | $9,579,112 | +16.4% | 323,291 | +15.4% | 2.29% | -8.9% |
| Q4 2022 | $8,231,982 | +8.2% | 280,190 | +7.6% | 2.51% | -2.3% |
| Q3 2022 | $7,610,000 | -22.3% | 260,445 | -20.9% | 2.57% | -21.5% |
| Q2 2022 | $9,789,000 | – | 329,248 | – | 3.27% | – |
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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% |