SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 528 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $209,779 | +0.6% | 7,155 | +1.1% | 0.08% | +11.8% |
| Q2 2023 | $208,435 | +0.3% | 7,080 | +0.9% | 0.08% | -6.2% |
| Q1 2023 | $207,859 | +1.4% | 7,015 | +0.6% | 0.08% | -2.4% |
| Q4 2022 | $204,942 | +1.5% | 6,976 | +0.9% | 0.08% | -4.6% |
| Q3 2022 | $202,000 | -1.5% | 6,912 | +0.5% | 0.09% | +3.6% |
| Q2 2022 | $205,000 | -1.0% | 6,879 | +0.3% | 0.08% | +15.1% |
| Q1 2022 | $207,000 | -2.4% | 6,856 | +0.2% | 0.07% | 0.0% |
| Q4 2021 | $212,000 | -0.5% | 6,844 | +0.4% | 0.07% | -8.8% |
| Q3 2021 | $213,000 | 0.0% | 6,814 | +0.2% | 0.08% | -3.6% |
| Q2 2021 | $213,000 | +0.5% | 6,798 | +0.3% | 0.08% | -8.8% |
| Q1 2021 | $212,000 | 0.0% | 6,779 | +0.2% | 0.09% | -10.8% |
| Q4 2020 | $212,000 | +0.5% | 6,764 | +0.5% | 0.10% | -14.3% |
| Q3 2020 | $211,000 | +0.5% | 6,728 | +0.4% | 0.12% | -7.8% |
| Q2 2020 | $210,000 | -46.4% | 6,698 | -48.3% | 0.13% | -57.0% |
| Q1 2020 | $392,000 | +74.2% | 12,945 | +77.8% | 0.30% | +114.3% |
| Q4 2019 | $225,000 | +10.8% | 7,280 | +10.7% | 0.14% | -3.4% |
| Q3 2019 | $203,000 | -62.5% | 6,574 | -62.7% | 0.14% | -62.1% |
| Q2 2019 | $542,000 | -31.5% | 17,607 | -32.0% | 0.38% | -57.1% |
| Q1 2019 | $791,000 | +303.6% | 25,892 | +297.2% | 0.89% | +419.2% |
| Q4 2018 | $196,000 | – | 6,518 | – | 0.17% | – |
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% |