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 | $2,866,379 | +12.8% | 97,762 | +13.2% | 1.59% | +19.7% |
| Q2 2023 | $2,542,211 | -0.1% | 86,352 | +0.5% | 1.33% | -3.6% |
| Q1 2023 | $2,545,819 | +1.4% | 85,920 | +0.6% | 1.38% | -6.4% |
| Q4 2022 | $2,509,530 | +121.5% | 85,416 | +120.0% | 1.47% | +100.1% |
| Q3 2022 | $1,133,000 | +5.3% | 38,834 | +7.2% | 0.74% | +9.5% |
| Q2 2022 | $1,076,000 | 0.0% | 36,210 | +1.4% | 0.67% | -4.4% |
| Q1 2022 | $1,076,000 | -1.8% | 35,704 | -0.8% | 0.70% | -11.5% |
| Q4 2021 | $1,096,000 | +1.5% | 35,991 | +4.2% | 0.79% | +5.3% |
| Q3 2021 | $1,080,000 | +5.4% | 34,546 | +5.5% | 0.75% | +4.0% |
| Q2 2021 | $1,025,000 | +22.5% | 32,738 | +22.4% | 0.72% | +6.5% |
| Q1 2021 | $837,000 | +6.6% | 26,742 | +6.9% | 0.68% | +9.3% |
| Q4 2020 | $785,000 | – | 25,007 | – | 0.62% | – |
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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% |