SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 459 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,146,881 | -2.7% | 39,116 | -2.3% | 0.89% | +0.2% |
| Q2 2023 | $1,178,660 | +39.9% | 40,036 | +40.8% | 0.89% | +32.6% |
| Q1 2023 | $842,499 | +4.8% | 28,434 | +3.9% | 0.67% | +0.8% |
| Q4 2022 | $804,248 | -47.7% | 27,374 | -47.9% | 0.67% | -55.2% |
| Q3 2022 | $1,537,000 | +1.3% | 52,586 | +3.0% | 1.49% | +8.5% |
| Q2 2022 | $1,518,000 | -2.3% | 51,065 | -0.9% | 1.37% | +5.7% |
| Q1 2022 | $1,553,000 | -4.5% | 51,530 | -1.8% | 1.30% | 0.0% |
| Q4 2021 | $1,626,000 | +25.3% | 52,492 | +26.4% | 1.30% | +18.3% |
| Q3 2021 | $1,298,000 | +2.4% | 41,522 | +2.6% | 1.10% | +2.5% |
| Q2 2021 | $1,267,000 | +1.7% | 40,485 | +1.7% | 1.07% | -4.4% |
| Q1 2021 | $1,246,000 | +86.2% | 39,810 | +86.8% | 1.12% | +95.5% |
| Q4 2020 | $669,000 | – | 21,317 | – | 0.57% | – |
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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% |