SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 508 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,548,353 | +5.5% | 155,128 | +6.0% | 2.06% | +7.7% |
| Q2 2023 | $4,310,281 | -19.4% | 146,409 | -18.9% | 1.91% | -16.3% |
| Q1 2023 | $5,348,867 | +7.9% | 180,522 | +6.9% | 2.28% | +3.9% |
| Q4 2022 | $4,959,520 | -14.4% | 168,806 | -14.8% | 2.20% | -21.2% |
| Q3 2022 | $5,792,000 | -3.7% | 198,223 | -2.0% | 2.79% | +0.9% |
| Q2 2022 | $6,012,000 | -10.7% | 202,207 | -9.5% | 2.76% | -0.6% |
| Q1 2022 | $6,731,000 | -15.4% | 223,386 | -13.1% | 2.78% | -9.5% |
| Q4 2021 | $7,959,000 | -0.8% | 256,983 | +0.1% | 3.07% | -5.9% |
| Q3 2021 | $8,022,000 | -26.8% | 256,691 | -26.6% | 3.26% | -27.4% |
| Q2 2021 | $10,952,000 | -6.1% | 349,912 | -6.1% | 4.49% | -13.2% |
| Q1 2021 | $11,668,000 | -19.8% | 372,675 | -19.6% | 5.18% | -23.9% |
| Q4 2020 | $14,556,000 | – | 463,564 | – | 6.80% | – |
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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% |