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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $288,567 | +11.1% | 9,842 | +11.5% | 0.08% | +15.9% |
| Q2 2023 | $259,808 | -0.6% | 8,825 | +0.1% | 0.07% | -4.2% |
| Q1 2023 | $261,249 | +23.1% | 8,817 | +22.1% | 0.07% | +14.3% |
| Q4 2022 | $212,182 | +16.6% | 7,222 | +16.0% | 0.06% | +5.0% |
| Q3 2022 | $182,000 | -12.1% | 6,228 | -10.3% | 0.06% | -11.8% |
| Q2 2022 | $207,000 | -1.0% | 6,946 | -0.1% | 0.07% | +3.0% |
| Q1 2022 | $209,000 | +86.6% | 6,953 | +91.9% | 0.07% | +83.3% |
| Q4 2021 | $112,000 | +69.7% | 3,624 | +73.6% | 0.04% | +44.0% |
| Q1 2021 | $66,000 | -65.3% | 2,087 | -65.5% | 0.02% | -67.9% |
| Q4 2020 | $190,000 | -10.8% | 6,049 | -10.9% | 0.08% | -20.4% |
| Q3 2020 | $213,000 | +4.9% | 6,789 | +5.1% | 0.10% | 0.0% |
| Q2 2020 | $203,000 | -76.5% | 6,462 | -77.3% | 0.10% | -83.0% |
| Q1 2020 | $862,000 | -16.2% | 28,463 | -14.6% | 0.58% | -14.4% |
| Q4 2019 | $1,029,000 | – | 33,342 | – | 0.67% | – |
Download | ||||||
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% |