SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 329 filers reported holding SPDR SER TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $60,281 | +23.4% | 2,055 | +23.9% | 0.02% | +25.0% |
| Q2 2023 | $48,841 | +6.4% | 1,659 | +7.1% | 0.02% | +6.7% |
| Q1 2023 | $45,897 | +2.1% | 1,549 | +1.2% | 0.02% | -6.2% |
| Q4 2022 | $44,951 | -0.1% | 1,530 | -0.5% | 0.02% | -5.9% |
| Q3 2022 | $45,000 | 0.0% | 1,537 | +1.1% | 0.02% | +6.2% |
| Q2 2022 | $45,000 | -96.7% | 1,521 | -96.5% | 0.02% | -97.5% |
| Q2 2019 | $1,354,000 | +21.9% | 43,992 | +21.0% | 0.65% | +15.5% |
| Q1 2019 | $1,111,000 | +52.4% | 36,356 | +50.2% | 0.56% | +33.0% |
| Q4 2018 | $729,000 | – | 24,198 | – | 0.42% | – |
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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% |