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 | $191,665 | +3.2% | 6,537 | +3.6% | 0.01% | -16.7% |
| Q2 2023 | $185,678 | -25.8% | 6,307 | -25.3% | 0.01% | -33.3% |
| Q1 2023 | $250,255 | -61.6% | 8,446 | -61.9% | 0.02% | -62.5% |
| Q4 2022 | $652,089 | +0.5% | 22,195 | 0.0% | 0.05% | -9.4% |
| Q3 2022 | $649,000 | -4.0% | 22,195 | -2.4% | 0.05% | -7.0% |
| Q2 2022 | $676,000 | -8.5% | 22,745 | -7.2% | 0.06% | -71.9% |
| Q1 2022 | $739,000 | -3.0% | 24,514 | -0.4% | 0.20% | -3.8% |
| Q4 2021 | $762,000 | +16.7% | 24,614 | +17.7% | 0.21% | -1.4% |
| Q3 2021 | $653,000 | +34.1% | 20,905 | +34.5% | 0.21% | +36.3% |
| Q2 2021 | $487,000 | +7.3% | 15,548 | +7.2% | 0.16% | -16.0% |
| Q1 2021 | $454,000 | -5.2% | 14,510 | -4.9% | 0.19% | +103.3% |
| Q4 2020 | $479,000 | -0.6% | 15,259 | -0.7% | 0.09% | -9.8% |
| Q3 2020 | $482,000 | +83.3% | 15,369 | +83.1% | 0.10% | -72.7% |
| Q2 2020 | $263,000 | -49.1% | 8,392 | -51.0% | 0.37% | -69.1% |
| Q1 2020 | $517,000 | +81.4% | 17,114 | +85.3% | 1.21% | +286.5% |
| Q4 2019 | $285,000 | – | 9,234 | – | 0.31% | – |
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% |