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 | $708,606 | +8.0% | 24,168 | +8.5% | 0.39% | +9.6% |
| Q2 2023 | $655,864 | +6.7% | 22,278 | +7.4% | 0.36% | -0.6% |
| Q1 2023 | $614,763 | +99215.5% | 20,748 | -1.6% | 0.36% | -3.0% |
| Q4 2022 | $619 | -99.9% | 21,082 | +5.0% | 0.37% | -3.7% |
| Q3 2022 | $587,000 | -4.4% | 20,073 | -2.9% | 0.38% | +3.8% |
| Q2 2022 | $614,000 | +2.8% | 20,662 | +4.3% | 0.37% | +20.2% |
| Q1 2022 | $597,000 | -6.0% | 19,805 | -3.4% | 0.31% | +2.3% |
| Q4 2021 | $635,000 | – | 20,507 | – | 0.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Walker Financial Services, Inc. | 683,647 | $20,256,471 | 20.88% |
| Advocacy Wealth Management Services, LLC | 3,227,590 | $95,633,499 | 11.61% |
| Coulter & Justus Financial Services, LLC | 591,131 | $17,515,209 | 11.42% |
| Astor Investment Management LLC | 1,118,834 | $33,151 | 10.71% |
| Flagstone Financial Management | 629,779 | $18,660,358 | 9.31% |
| PECAUT & CO. | 625,440 | $18,531,772 | 8.44% |
| CAPITAL WEALTH MANAGEMENT, LLC | 482,555 | $14,298,104 | 8.21% |
| TPG Financial Advisors, LLC | 485,265 | $14,378,392 | 7.86% |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | 1,479,614 | $43,840,963 | 6.78% |
| Coury Firm Asset Management LLC | 151,582 | $4,691,259 | 6.59% |