SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 531 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,464,591 | +1.4% | 220,484 | +1.8% | 2.80% | +2.1% |
| Q2 2023 | $6,373,907 | +4.3% | 216,505 | +5.0% | 2.74% | -0.7% |
| Q1 2023 | $6,109,262 | +5.9% | 206,185 | +5.0% | 2.76% | +0.3% |
| Q4 2022 | $5,770,526 | -6.5% | 196,410 | -7.0% | 2.75% | -16.0% |
| Q3 2022 | $6,174,000 | -9.2% | 211,300 | -7.6% | 3.27% | -5.8% |
| Q2 2022 | $6,798,000 | -0.5% | 228,644 | +0.8% | 3.47% | +12.0% |
| Q1 2022 | $6,832,000 | +0.5% | 226,764 | +3.3% | 3.10% | +3.4% |
| Q4 2021 | $6,800,000 | +1.0% | 219,578 | +1.5% | 3.00% | -1.7% |
| Q3 2021 | $6,731,000 | +16.3% | 216,354 | +17.0% | 3.05% | +3.7% |
| Q2 2021 | $5,786,000 | +5.0% | 184,858 | +5.0% | 2.94% | -2.0% |
| Q1 2021 | $5,512,000 | +15.6% | 176,057 | +15.9% | 3.00% | +5.0% |
| Q4 2020 | $4,769,000 | +9.8% | 151,892 | +9.7% | 2.86% | -5.4% |
| Q3 2020 | $4,343,000 | +9.9% | 138,456 | +9.8% | 3.02% | +1.2% |
| Q2 2020 | $3,952,000 | +14.5% | 126,088 | +10.5% | 2.98% | -4.4% |
| Q1 2020 | $3,452,000 | -8.2% | 114,113 | -6.5% | 3.12% | +9.4% |
| Q4 2019 | $3,762,000 | – | 121,996 | – | 2.85% | – |
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% |