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 | $4,109 | +68.2% | 140,148 | +68.9% | 0.86% | +61.9% |
| Q2 2023 | $2,443 | +328.6% | 82,968 | +331.2% | 0.53% | +273.2% |
| Q1 2023 | $570 | +8.6% | 19,242 | +7.6% | 0.14% | +2.9% |
| Q4 2022 | $525 | -99.9% | 17,881 | +0.5% | 0.14% | -4.8% |
| Q3 2022 | $520,000 | -2.4% | 17,790 | -0.8% | 0.14% | +5.1% |
| Q2 2022 | $533,000 | -3.8% | 17,941 | -2.5% | 0.14% | -28.9% |
| Q1 2022 | $554,000 | +10.6% | 18,401 | +13.7% | 0.19% | +67.2% |
| Q4 2021 | $501,000 | -2.9% | 16,177 | -2.0% | 0.12% | -12.8% |
| Q3 2021 | $516,000 | -5.1% | 16,506 | -5.0% | 0.13% | -7.0% |
| Q2 2021 | $544,000 | +0.6% | 17,372 | +0.5% | 0.14% | -0.7% |
| Q1 2021 | $541,000 | -8.0% | 17,288 | -7.7% | 0.14% | -19.6% |
| Q4 2020 | $588,000 | +5.8% | 18,722 | +5.6% | 0.18% | -21.5% |
| Q3 2020 | $556,000 | – | 17,724 | – | 0.23% | – |
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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% |