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 | $210,781 | -33.0% | 7,189 | -32.7% | 0.02% | -34.2% |
| Q2 2023 | $314,684 | -0.6% | 10,689 | 0.0% | 0.04% | -5.0% |
| Q1 2023 | $316,715 | +0.9% | 10,689 | 0.0% | 0.04% | -7.0% |
| Q4 2022 | $314,043 | +0.7% | 10,689 | 0.0% | 0.04% | -4.4% |
| Q3 2022 | $312,000 | -1.9% | 10,689 | 0.0% | 0.04% | -6.2% |
| Q2 2022 | $318,000 | +33.6% | 10,689 | +35.2% | 0.05% | +41.2% |
| Q1 2022 | $238,000 | -11.5% | 7,904 | -8.9% | 0.03% | -5.6% |
| Q4 2021 | $269,000 | -0.7% | 8,679 | 0.0% | 0.04% | -2.7% |
| Q3 2021 | $271,000 | -0.4% | 8,679 | 0.0% | 0.04% | -7.5% |
| Q2 2021 | $272,000 | 0.0% | 8,679 | 0.0% | 0.04% | +2.6% |
| Q1 2021 | $272,000 | -0.4% | 8,679 | 0.0% | 0.04% | -9.3% |
| Q4 2020 | $273,000 | – | 8,679 | – | 0.04% | – |
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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% |