SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 434 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $295,365 | -16.9% | 10,033 | -16.3% | 0.13% | -22.4% |
| Q1 2023 | $355,260 | +0.7% | 11,990 | -0.1% | 0.17% | -1.2% |
| Q4 2022 | $352,639 | -28.0% | 12,003 | -28.4% | 0.17% | -41.5% |
| Q3 2022 | $490,000 | -55.0% | 16,767 | -54.2% | 0.29% | -54.1% |
| Q2 2022 | $1,089,000 | -34.8% | 36,627 | -33.9% | 0.64% | -27.2% |
| Q1 2022 | $1,669,000 | -31.7% | 55,393 | -29.8% | 0.88% | -25.1% |
| Q4 2021 | $2,444,000 | -9.3% | 78,921 | -8.5% | 1.17% | -14.3% |
| Q3 2021 | $2,695,000 | -11.9% | 86,225 | -11.8% | 1.37% | -16.0% |
| Q2 2021 | $3,059,000 | -32.3% | 97,727 | -32.3% | 1.63% | -38.9% |
| Q1 2021 | $4,520,000 | -29.1% | 144,364 | -28.8% | 2.66% | -33.5% |
| Q4 2020 | $6,371,000 | +0.1% | 202,882 | -0.0% | 4.00% | -13.8% |
| Q3 2020 | $6,365,000 | -14.3% | 202,907 | -14.4% | 4.65% | -19.1% |
| Q2 2020 | $7,430,000 | -11.7% | 237,084 | -14.7% | 5.74% | -25.7% |
| Q1 2020 | $8,410,000 | -46.2% | 278,022 | -45.1% | 7.73% | -32.1% |
| Q4 2019 | $15,625,000 | – | 506,655 | – | 11.40% | – |
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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% |