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. | 683,647 | $20,256,471 | 20.88% |
| Advocacy Wealth Management Services, LLC | 3,227,590 | $95,633,499 | 11.61% |
| Coulter & Justus Financial Services, LLC | 591,131 | $17,515,209 | 11.42% |
| Astor Investment Management LLC | 1,118,834 | $33,151 | 10.71% |
| Flagstone Financial Management | 629,779 | $18,660,358 | 9.31% |
| PECAUT & CO. | 625,440 | $18,531,772 | 8.44% |
| CAPITAL WEALTH MANAGEMENT, LLC | 482,555 | $14,298,104 | 8.21% |
| TPG Financial Advisors, LLC | 485,265 | $14,378,392 | 7.86% |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | 1,479,614 | $43,840,963 | 6.78% |
| Coury Firm Asset Management LLC | 151,582 | $4,691,259 | 6.59% |