SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 494 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
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. | 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% |