SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 434 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $287,483 | -1.6% | 9,805 | -1.2% | 0.06% | -1.7% |
| Q2 2023 | $292,192 | +35.6% | 9,925 | +36.5% | 0.06% | +20.4% |
| Q1 2023 | $215,502 | -43.7% | 7,273 | -44.2% | 0.05% | -47.9% |
| Q4 2022 | $382,663 | -18.8% | 13,025 | -19.1% | 0.09% | -26.0% |
| Q3 2022 | $471,000 | -3.1% | 16,108 | -1.2% | 0.13% | 0.0% |
| Q2 2022 | $486,000 | -3.8% | 16,303 | -2.7% | 0.13% | +13.4% |
| Q1 2022 | $505,000 | -4.0% | 16,754 | -1.3% | 0.11% | -1.8% |
| Q4 2021 | $526,000 | +7.6% | 16,978 | +8.4% | 0.11% | -8.8% |
| Q3 2021 | $489,000 | -0.2% | 15,659 | 0.0% | 0.12% | -3.1% |
| Q2 2021 | $490,000 | -9.4% | 15,659 | -9.4% | 0.13% | -19.9% |
| Q1 2021 | $541,000 | +0.4% | 17,293 | +0.7% | 0.16% | -8.0% |
| Q4 2020 | $539,000 | – | 17,173 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Walker Financial Services, Inc. | 683,647 | $20,256,471 | 20.88% |
| Signify Wealth | 505,474 | $14,850,826 | 13.00% |
| Advocacy Wealth Management Services, LLC | 3,011,250 | $88,470,532 | 11.69% |
| Coulter & Justus Financial Services, LLC | 569,554 | $16,733,498 | 11.37% |
| Astor Investment Management LLC | 1,187,624 | $34,892,397 | 10.67% |
| Sunflower Bank, N.A. | 1,576,560 | $46,319 | 10.08% |
| Flagstone Financial Management | 536,776 | $15,770,483 | 9.60% |
| PECAUT & CO. | 616,555 | $18,114,386 | 8.60% |
| Litman Gregory Wealth Management LLC | 2,074,023 | $60,934,793 | 8.51% |
| IRON Financial LLC | 497,405 | $14,613,760 | 8.39% |