SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 522 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,523,660 | -5.0% | 86,073 | -4.7% | 0.16% | +0.6% |
| Q2 2023 | $2,657,637 | +8.5% | 90,273 | +9.2% | 0.16% | +1.9% |
| Q1 2023 | $2,449,216 | +88.0% | 82,660 | +86.4% | 0.16% | +72.8% |
| Q4 2022 | $1,302,856 | +93698.1% | 44,345 | -6.7% | 0.09% | -15.6% |
| Q3 2022 | $1,389 | +37.8% | 47,525 | +40.2% | 0.11% | +36.2% |
| Q2 2022 | $1,008 | +173.9% | 33,905 | +177.3% | 0.08% | +220.0% |
| Q1 2022 | $368 | -99.8% | 12,229 | +88.1% | 0.02% | -49.0% |
| Q4 2019 | $200,000 | -0.5% | 6,500 | 0.0% | 0.05% | -3.9% |
| Q3 2019 | $201,000 | – | 6,500 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Walker Financial Services, Inc. | 683,647 | $20,256,471 | 20.88% |
| Signify Wealth | 505,474 | $14,850,826 | 13.00% |
| Advocacy Wealth Management Services, LLC | 3,011,250 | $88,470,532 | 11.69% |
| Coulter & Justus Financial Services, LLC | 569,554 | $16,733,498 | 11.37% |
| Astor Investment Management LLC | 1,187,624 | $34,892,397 | 10.67% |
| Sunflower Bank, N.A. | 1,576,560 | $46,319 | 10.08% |
| Flagstone Financial Management | 536,776 | $15,770,483 | 9.60% |
| PECAUT & CO. | 616,555 | $18,114,386 | 8.60% |
| Litman Gregory Wealth Management LLC | 2,074,023 | $60,934,793 | 8.51% |
| IRON Financial LLC | 497,405 | $14,613,760 | 8.39% |