SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 422 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $213,127 | -1.5% | 7,269 | -1.0% | 0.09% | +1.1% |
| Q2 2023 | $216,266 | +5.8% | 7,346 | +6.5% | 0.09% | -2.2% |
| Q1 2023 | $204,328 | -49.9% | 6,896 | -47.0% | 0.09% | -49.7% |
| Q3 2020 | $408,000 | -86.4% | 13,018 | -86.5% | 0.18% | -87.7% |
| Q2 2020 | $3,011,000 | +1.3% | 96,083 | -2.2% | 1.50% | -16.2% |
| Q1 2020 | $2,971,000 | +4.7% | 98,221 | +7.2% | 1.79% | +55.4% |
| Q4 2019 | $2,838,000 | +0.7% | 91,663 | +0.4% | 1.15% | -4.0% |
| Q3 2019 | $2,817,000 | -1.8% | 91,303 | -2.4% | 1.20% | -7.0% |
| Q2 2019 | $2,869,000 | +1.3% | 93,566 | +0.6% | 1.29% | -3.4% |
| Q1 2019 | $2,833,000 | – | 93,039 | – | 1.34% | – |
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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% |