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. | 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% |