SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 559 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $2,792,000 | +17.1% | 95,553 | +19.2% | 1.31% | +16.6% |
| Q2 2022 | $2,384,000 | -8.4% | 80,182 | -7.2% | 1.12% | +11.0% |
| Q1 2022 | $2,604,000 | +2.8% | 86,434 | +5.6% | 1.01% | +6.8% |
| Q4 2021 | $2,534,000 | +37.9% | 81,823 | +39.1% | 0.95% | +25.8% |
| Q3 2021 | $1,838,000 | +57.2% | 58,831 | +57.6% | 0.75% | +57.7% |
| Q2 2021 | $1,169,000 | +195.9% | 37,333 | +195.4% | 0.48% | +163.5% |
| Q1 2021 | $395,000 | +28.7% | 12,639 | +29.3% | 0.18% | +29.3% |
| Q4 2020 | $307,000 | – | 9,776 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Occidental Asset Management, LLC | 798,907 | $25,086,000 | 8.31% |
| Cedar Mountain Advisors, LLC | 721,802 | $22,665,000 | 8.10% |
| Hirtle Callaghan & Co LLC | 3,380,221 | $106,181,000 | 8.05% |
| Baystate Wealth Management LLC | 2,048,298 | $64,317,000 | 7.33% |
| TPG Financial Advisors, LLC | 303,283 | $9,523,000 | 7.07% |
| Compass Financial Group, Inc. | 368,107 | $11,559,000 | 6.96% |
| Windward Private Wealth Management Inc. | 463,564 | $14,556,000 | 6.80% |
| Rodgers & Associates, LTD | 1,173,864 | $36,859,000 | 6.74% |
| Buckingham Capital Management, Inc. | 1,217,269 | $38,222,000 | 6.73% |
| Sunflower Bank, N.A. | 1,212,681 | $38,078,000 | 6.54% |