SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 531 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $3,705,159 | +99904.3% | 124,879 | +0.1% | 2.00% | -5.1% |
| Q4 2022 | $3,705 | -99.9% | 124,733 | +0.5% | 2.10% | -8.6% |
| Q3 2022 | $3,616,000 | -2.7% | 124,170 | -0.7% | 2.30% | -3.8% |
| Q2 2022 | $3,716,000 | +1.2% | 124,994 | +2.5% | 2.39% | +11.7% |
| Q1 2022 | $3,673,000 | -3.2% | 121,908 | -0.5% | 2.14% | +1.3% |
| Q4 2021 | $3,796,000 | +0.2% | 122,576 | +0.3% | 2.12% | -2.2% |
| Q3 2021 | $3,789,000 | -0.8% | 122,149 | +0.1% | 2.16% | -3.8% |
| Q2 2021 | $3,819,000 | -4.4% | 121,998 | -4.3% | 2.25% | -11.9% |
| Q1 2021 | $3,993,000 | -6.2% | 127,541 | -5.9% | 2.55% | -11.6% |
| Q4 2020 | $4,258,000 | -0.3% | 135,590 | -0.4% | 2.89% | -11.2% |
| Q3 2020 | $4,269,000 | +0.3% | 136,079 | +0.2% | 3.25% | -7.8% |
| Q2 2020 | $4,255,000 | – | 135,767 | – | 3.53% | – |
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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% |