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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,633,182 | -3.2% | 89,442 | -2.6% | 2.68% | -3.0% |
| Q1 2023 | $2,721,035 | +169.7% | 91,833 | +167.4% | 2.76% | +253.5% |
| Q4 2022 | $1,009,009 | -19.1% | 34,343 | -19.6% | 0.78% | -21.1% |
| Q3 2022 | $1,248,000 | -1.0% | 42,718 | +0.7% | 0.99% | +4.7% |
| Q2 2022 | $1,261,000 | +813.8% | 42,421 | +824.4% | 0.94% | +938.5% |
| Q1 2022 | $138,000 | -79.3% | 4,589 | -78.7% | 0.09% | -77.6% |
| Q4 2021 | $667,000 | -45.7% | 21,533 | -45.3% | 0.41% | -47.8% |
| Q3 2021 | $1,229,000 | -28.7% | 39,339 | -28.6% | 0.78% | -26.9% |
| Q2 2021 | $1,724,000 | +2.6% | 55,095 | +2.7% | 1.06% | -2.3% |
| Q1 2021 | $1,680,000 | +29.9% | 53,643 | +30.2% | 1.09% | +25.6% |
| Q4 2020 | $1,293,000 | – | 41,193 | – | 0.87% | – |
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% |