SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 422 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,682,000 | +1.1% | 54,303 | +2.0% | 0.25% | -9.8% |
| Q3 2021 | $1,664,000 | +1.6% | 53,235 | +1.8% | 0.28% | -0.7% |
| Q2 2021 | $1,637,000 | -0.8% | 52,307 | -0.8% | 0.28% | -11.2% |
| Q1 2021 | $1,651,000 | -4.4% | 52,718 | -4.1% | 0.31% | -11.6% |
| Q4 2020 | $1,727,000 | -0.3% | 54,989 | -0.4% | 0.35% | -14.1% |
| Q3 2020 | $1,733,000 | -0.4% | 55,231 | -0.5% | 0.41% | -9.1% |
| Q2 2020 | $1,740,000 | – | 55,508 | – | 0.45% | – |
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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% |