SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 508 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Walker Financial Services, Inc. | 683,647 | $20,256,471 | 20.88% |
| Signify Wealth | 505,474 | $14,850,826 | 13.00% |
| Advocacy Wealth Management Services, LLC | 3,011,250 | $88,470,532 | 11.69% |
| Coulter & Justus Financial Services, LLC | 569,554 | $16,733,498 | 11.37% |
| Astor Investment Management LLC | 1,187,624 | $34,892,397 | 10.67% |
| Sunflower Bank, N.A. | 1,576,560 | $46,319 | 10.08% |
| Flagstone Financial Management | 536,776 | $15,770,483 | 9.60% |
| PECAUT & CO. | 616,555 | $18,114,386 | 8.60% |
| Litman Gregory Wealth Management LLC | 2,074,023 | $60,934,793 | 8.51% |
| IRON Financial LLC | 497,405 | $14,613,760 | 8.39% |