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 | $1,065,705 | -12.7% | 36,347 | -12.4% | 0.14% | -15.3% |
Q2 2023 | $1,221,241 | +71.8% | 41,482 | +72.9% | 0.16% | +55.2% |
Q1 2023 | $710,686 | +50.9% | 23,985 | +49.6% | 0.10% | +45.8% |
Q4 2022 | $471,060 | +2.0% | 16,033 | +1.3% | 0.07% | -19.1% |
Q3 2022 | $462,000 | +41.7% | 15,824 | +44.2% | 0.09% | +43.5% |
Q2 2022 | $326,000 | +50.2% | 10,977 | +52.7% | 0.06% | +59.0% |
Q1 2022 | $217,000 | – | 7,190 | – | 0.04% | – |
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% |