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 ↓ |
|---|---|---|---|
| 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% |