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% | – |
Download | ||||||
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% |