SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 528 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $8,739,756 | -3.5% | 296,867 | -2.9% | 4.56% | -5.2% |
| Q1 2023 | $9,059,274 | +1.5% | 305,747 | +0.6% | 4.81% | -3.5% |
| Q4 2022 | $8,928,934 | -0.6% | 303,912 | -1.2% | 4.99% | -5.5% |
| Q3 2022 | $8,986,000 | -0.9% | 307,524 | +0.9% | 5.28% | +4.0% |
| Q2 2022 | $9,065,000 | – | 304,923 | – | 5.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sunflower Bank, N.A. | 1,517,106 | $47,545,000 | 18.86% |
| TPG Financial Advisors, LLC | 467,340 | $14,646,000 | 13.13% |
| Compass Financial Group, Inc. | 417,619 | $13,088,000 | 10.96% |
| Goodman Financial Corp | 610,321 | $19,127,000 | 9.56% |
| Cedar Mountain Advisors, LLC | 691,430 | $21,669,000 | 9.39% |
| Asset Planning Services, Ltd. | 686,130 | $21,503,000 | 9.29% |
| IRON Financial LLC | 572,119 | $17,930,000 | 9.24% |
| Occidental Asset Management, LLC | 657,653 | $20,611,000 | 9.12% |
| MBM Wealth Consultants, LLC | 380,032 | $11,911,000 | 8.40% |
| Baystate Wealth Management LLC | 2,219,395 | $69,556,000 | 8.14% |