SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 559 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $645 | -97.7% | 22 | -97.7% | 0.00% | -100.0% |
| Q2 2023 | $28,557 | -70.0% | 970 | -69.8% | 0.01% | -70.4% |
| Q1 2023 | $95,231 | -11.0% | 3,214 | -11.8% | 0.03% | -12.9% |
| Q4 2022 | $107,002 | +10600.2% | 3,642 | +16454.5% | 0.03% | – |
| Q3 2022 | $1,000 | -85.7% | 22 | -90.9% | 0.00% | -100.0% |
| Q2 2022 | $7,000 | 0.0% | 243 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $7,000 | -12.5% | 243 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $8,000 | 0.0% | 243 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $8,000 | 0.0% | 243 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $8,000 | +14.3% | 243 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $7,000 | -22.2% | 243 | -18.5% | 0.00% | -33.3% |
| Q4 2020 | $9,000 | 0.0% | 298 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $9,000 | – | 298 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Compass Financial Group, Inc. | 368,292 | $11,251,000 | 11.13% |
| Titan Capital Management, LLC /TX | 342,777 | $10,472,000 | 10.71% |
| Great Point Wealth Advisors, LLC | 400,225 | $12,226,000 | 10.38% |
| TPG Financial Advisors, LLC | 343,224 | $10,451,000 | 10.10% |
| Hirtle Callaghan & Co LLC | 4,066,167 | $124,221,000 | 10.07% |
| Asset Planning Services, Ltd. | 653,722 | $19,971,000 | 9.44% |
| Baystate Wealth Management LLC | 2,037,831 | $62,175,000 | 8.23% |
| Occidental Asset Management, LLC | 526,614 | $16,088,000 | 7.74% |
| NICOLET ADVISORY SERVICES, LLC | 1,454,767 | $44,443,000 | 7.54% |
| MBM Wealth Consultants, LLC | 251,358 | $7,679,000 | 6.73% |