SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 19 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $783,226 | -0.4% | 26,713 | 0.0% | 0.07% | -1.5% |
| Q2 2023 | $786,431 | -1.3% | 26,713 | -0.7% | 0.07% | -9.5% |
| Q1 2023 | $797,139 | +74.1% | 26,903 | +72.7% | 0.07% | +57.4% |
| Q4 2022 | $457,799 | -49.7% | 15,582 | -50.0% | 0.05% | -9.6% |
| Q3 2022 | $910,000 | +47.2% | 31,164 | +50.1% | 0.05% | +48.6% |
| Q2 2022 | $618,000 | -4.0% | 20,764 | -2.7% | 0.04% | +12.9% |
| Q1 2022 | $644,000 | +99.4% | 21,350 | +105.6% | 0.03% | -3.1% |
| Q4 2021 | $323,000 | -28.4% | 10,382 | -27.7% | 0.03% | -30.4% |
| Q2 2021 | $451,000 | -5.8% | 14,368 | -6.1% | 0.05% | -28.1% |
| Q1 2021 | $479,000 | +34.9% | 15,298 | +35.1% | 0.06% | +23.1% |
| Q4 2020 | $355,000 | +65.9% | 11,320 | +59.7% | 0.05% | +6.1% |
| Q1 2020 | $214,000 | -2.3% | 7,090 | 0.0% | 0.05% | +48.5% |
| Q4 2019 | $219,000 | -29.6% | 7,090 | -29.7% | 0.03% | -49.2% |
| Q3 2019 | $311,000 | +0.3% | 10,090 | 0.0% | 0.06% | +58.5% |
| Q2 2019 | $310,000 | -4.3% | 10,090 | -5.0% | 0.04% | -43.1% |
| Q1 2019 | $324,000 | +4.2% | 10,620 | +2.8% | 0.07% | -14.3% |
| Q4 2018 | $311,000 | – | 10,330 | – | 0.08% | – |
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% |