SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 383 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $124,000 | -3.9% | 4,155 | 0.0% | 0.06% | +8.5% |
| Q4 2021 | $129,000 | -4.4% | 4,155 | -3.5% | 0.06% | -7.8% |
| Q3 2021 | $135,000 | -59.1% | 4,305 | -59.2% | 0.06% | -66.3% |
| Q1 2021 | $330,000 | -69.2% | 10,539 | -69.1% | 0.19% | -74.5% |
| Q4 2020 | $1,071,000 | +10.5% | 34,096 | +10.4% | 0.74% | -12.1% |
| Q3 2020 | $969,000 | +10.7% | 30,889 | +10.6% | 0.85% | +5.4% |
| Q2 2020 | $875,000 | +380.8% | 27,917 | +372.7% | 0.80% | +486.1% |
| Q4 2019 | $182,000 | – | 5,906 | – | 0.14% | – |
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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% |