SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 508 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $30,000 | -38.8% | 961 | -39.8% | 0.02% | -34.5% |
| Q2 2021 | $49,000 | -71.3% | 1,596 | -70.8% | 0.03% | -74.3% |
| Q1 2021 | $171,000 | -21.6% | 5,474 | -21.2% | 0.11% | -28.0% |
| Q4 2020 | $218,000 | -71.8% | 6,944 | -71.5% | 0.16% | -74.7% |
| Q3 2020 | $773,000 | +1.8% | 24,362 | +0.7% | 0.62% | +4.4% |
| Q2 2020 | $759,000 | +19.2% | 24,182 | +14.8% | 0.60% | -5.6% |
| Q1 2020 | $637,000 | -13.7% | 21,068 | -12.0% | 0.63% | +5.4% |
| Q4 2019 | $738,000 | +11.5% | 23,933 | +11.5% | 0.60% | -15.7% |
| Q3 2019 | $662,000 | – | 21,474 | – | 0.71% | – |
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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% |