SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 19 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $106,139 | -0.4% | 3,620 | 0.0% | 0.11% | +4.8% |
| Q2 2023 | $106,573 | -28.8% | 3,620 | -29.0% | 0.10% | -8.7% |
| Q4 2022 | $149,779 | -11.4% | 5,098 | -10.4% | 0.12% | -20.7% |
| Q2 2022 | $169,000 | -9.1% | 5,689 | -5.2% | 0.14% | +34.3% |
| Q4 2021 | $186,000 | -5.6% | 6,004 | -4.7% | 0.11% | -21.7% |
| Q3 2021 | $197,000 | -2.5% | 6,301 | -2.2% | 0.14% | -12.1% |
| Q2 2021 | $202,000 | 0.0% | 6,440 | -0.3% | 0.16% | -6.5% |
| Q1 2021 | $202,000 | -14.8% | 6,462 | -14.8% | 0.17% | -25.0% |
| Q3 2020 | $237,000 | -38.0% | 7,582 | -37.8% | 0.22% | +151.7% |
| Q2 2020 | $382,000 | – | 12,180 | – | 0.09% | – |
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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% |