SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 489 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $416,134 | 0.0% | 14,135 | 0.0% | 0.10% | +5.5% |
| Q2 2023 | $416,134 | -0.6% | 14,135 | 0.0% | 0.09% | -10.8% |
| Q1 2023 | $418,820 | +0.5% | 14,135 | -0.3% | 0.10% | 0.0% |
| Q4 2022 | $416,579 | +0.6% | 14,179 | 0.0% | 0.10% | -6.4% |
| Q3 2022 | $414,000 | +24.3% | 14,179 | +26.8% | 0.11% | +32.9% |
| Q2 2022 | $333,000 | -27.8% | 11,179 | -27.0% | 0.08% | -10.9% |
| Q1 2022 | $461,000 | +40.5% | 15,304 | +44.7% | 0.09% | +27.8% |
| Q4 2021 | $328,000 | +3.5% | 10,579 | +4.4% | 0.07% | -4.0% |
| Q3 2021 | $317,000 | -11.5% | 10,135 | -11.4% | 0.08% | -11.8% |
| Q2 2021 | $358,000 | 0.0% | 11,435 | 0.0% | 0.08% | -9.6% |
| Q1 2021 | $358,000 | +72.1% | 11,435 | +72.3% | 0.09% | +59.3% |
| Q4 2020 | $208,000 | +114.4% | 6,635 | +111.6% | 0.06% | +118.5% |
| Q4 2019 | $97,000 | 0.0% | 3,135 | 0.0% | 0.03% | +3.8% |
| Q3 2019 | $97,000 | +5.4% | 3,135 | +4.5% | 0.03% | 0.0% |
| Q2 2019 | $92,000 | – | 3,000 | – | 0.03% | – |
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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% |