SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 521 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $208,580 | -22.2% | 7,087 | -22.4% | 0.09% | -29.5% |
| Q3 2022 | $268,000 | +22.9% | 9,137 | +24.4% | 0.13% | +13.8% |
| Q2 2022 | $218,000 | -50.0% | 7,344 | -47.9% | 0.12% | -42.0% |
| Q4 2021 | $436,000 | -17.9% | 14,099 | -17.0% | 0.20% | -25.9% |
| Q2 2021 | $531,000 | -11.4% | 16,979 | -11.3% | 0.27% | -12.9% |
| Q1 2021 | $599,000 | +38.0% | 19,134 | +38.4% | 0.31% | +16.1% |
| Q4 2020 | $434,000 | – | 13,821 | – | 0.27% | – |
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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% |