SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 521 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $29,086 | +36.5% | 988 | +37.4% | 0.01% | 0.0% |
| Q1 2023 | $21,304 | +0.9% | 719 | 0.0% | 0.01% | +10.0% |
| Q4 2022 | $21,124 | +5.6% | 719 | +4.5% | 0.01% | 0.0% |
| Q3 2022 | $20,000 | +100.0% | 688 | +105.4% | 0.01% | +150.0% |
| Q4 2021 | $10,000 | 0.0% | 335 | +4.7% | 0.00% | -20.0% |
| Q3 2021 | $10,000 | 0.0% | 320 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $10,000 | – | 320 | – | 0.01% | – |
Download | ||||||
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% |