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 | $7,185 | +0.6% | 245 | +1.2% | 0.01% | +20.0% |
| Q2 2023 | $7,139 | -73.7% | 242 | -73.6% | 0.01% | -76.2% |
| Q1 2023 | $27,108 | +6.7% | 915 | +5.8% | 0.02% | +10.5% |
| Q4 2022 | $25,406 | -62.1% | 865 | -62.3% | 0.02% | -66.7% |
| Q3 2022 | $67,000 | +3.1% | 2,294 | +4.4% | 0.06% | +9.6% |
| Q2 2022 | $65,000 | -1.5% | 2,198 | +0.1% | 0.05% | +18.2% |
| Q1 2022 | $66,000 | +266.7% | 2,196 | +285.3% | 0.04% | +300.0% |
| Q4 2021 | $18,000 | +20.0% | 570 | +17.0% | 0.01% | 0.0% |
| Q3 2021 | $15,000 | +36.4% | 487 | +36.0% | 0.01% | +37.5% |
| Q2 2021 | $11,000 | – | 358 | – | 0.01% | – |
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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% |