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 | $4,412,322 | -2.6% | 150,488 | -2.2% | 2.45% | -5.3% |
| Q2 2023 | $4,529,014 | -7.0% | 153,839 | -6.8% | 2.58% | -15.9% |
| Q1 2023 | $4,871,750 | -0.1% | 164,976 | -0.6% | 3.07% | -3.6% |
| Q4 2022 | $4,875,666 | -14.5% | 165,952 | -15.0% | 3.19% | -17.4% |
| Q3 2022 | $5,705,000 | +6.2% | 195,233 | +8.0% | 3.86% | +3.8% |
| Q2 2022 | $5,373,000 | -16.9% | 180,729 | -15.8% | 3.72% | -4.6% |
| Q1 2022 | $6,466,000 | +16.3% | 214,598 | +19.5% | 3.90% | +7.7% |
| Q4 2021 | $5,562,000 | +16.3% | 179,582 | +17.3% | 3.62% | +2.5% |
| Q3 2021 | $4,784,000 | +5.4% | 153,087 | +5.5% | 3.53% | +0.0% |
| Q2 2021 | $4,541,000 | +27.7% | 145,081 | +27.7% | 3.53% | +6.2% |
| Q1 2021 | $3,557,000 | +14.5% | 113,601 | +14.8% | 3.32% | +0.5% |
| Q4 2020 | $3,107,000 | – | 98,961 | – | 3.31% | – |
Download | ||||||
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% |