SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 559 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $30,908 | 0.0% | 990 | 0.0% | 0.02% | +5.6% |
| Q2 2023 | $30,908 | 0.0% | 990 | 0.0% | 0.02% | -10.0% |
| Q1 2023 | $30,908 | 0.0% | 990 | 0.0% | 0.02% | -13.0% |
| Q4 2022 | $30,908 | -0.3% | 990 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $31,000 | 0.0% | 990 | 0.0% | 0.02% | +4.5% |
| Q2 2022 | $31,000 | 0.0% | 990 | 0.0% | 0.02% | +22.2% |
| Q1 2022 | $31,000 | 0.0% | 990 | 0.0% | 0.02% | +5.9% |
| Q4 2021 | $31,000 | 0.0% | 990 | 0.0% | 0.02% | -10.5% |
| Q3 2021 | $31,000 | 0.0% | 990 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $31,000 | 0.0% | 990 | 0.0% | 0.02% | -9.5% |
| Q1 2021 | $31,000 | 0.0% | 990 | 0.0% | 0.02% | -4.5% |
| Q4 2020 | $31,000 | 0.0% | 990 | 0.0% | 0.02% | -15.4% |
| Q3 2020 | $31,000 | 0.0% | 990 | 0.0% | 0.03% | -10.3% |
| Q2 2020 | $31,000 | +3.3% | 990 | 0.0% | 0.03% | -17.1% |
| Q1 2020 | $30,000 | -3.2% | 990 | 0.0% | 0.04% | +20.7% |
| Q4 2019 | $31,000 | – | 990 | – | 0.03% | – |
Download | ||||||
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% |