SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 522 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $283,478 | -12.9% | 9,629 | -12.4% | 0.03% | -16.2% |
| Q1 2023 | $325,574 | -0.2% | 10,988 | -1.1% | 0.04% | -9.8% |
| Q4 2022 | $326,265 | -21.9% | 11,105 | -22.5% | 0.04% | -35.9% |
| Q3 2022 | $418,000 | -19.5% | 14,321 | -18.0% | 0.06% | -21.0% |
| Q2 2022 | $519,000 | +18.5% | 17,472 | +20.2% | 0.08% | +24.6% |
| Q1 2022 | $438,000 | -12.0% | 14,538 | -9.6% | 0.06% | -13.3% |
| Q4 2021 | $498,000 | +31.4% | 16,087 | +32.7% | 0.08% | +13.6% |
| Q3 2021 | $379,000 | -0.3% | 12,121 | -0.2% | 0.07% | -9.6% |
| Q2 2021 | $380,000 | -0.5% | 12,145 | -0.6% | 0.07% | -7.6% |
| Q1 2021 | $382,000 | -0.5% | 12,216 | +0.0% | 0.08% | -13.2% |
| Q4 2020 | $384,000 | +0.3% | 12,215 | -0.0% | 0.09% | -16.5% |
| Q3 2020 | $383,000 | -0.3% | 12,217 | -0.2% | 0.11% | -1.8% |
| Q2 2020 | $384,000 | -10.7% | 12,242 | -14.0% | 0.11% | -29.3% |
| Q1 2020 | $430,000 | – | 14,229 | – | 0.16% | – |
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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% |