SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 422 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,138,473 | -0.3% | 107,042 | +0.1% | 0.50% | +0.4% |
| Q2 2023 | $3,147,853 | +0.8% | 106,924 | +1.4% | 0.50% | -5.5% |
| Q1 2023 | $3,123,436 | -6.1% | 105,415 | -6.9% | 0.53% | -11.7% |
| Q4 2022 | $3,326,850 | -5.7% | 113,235 | -6.2% | 0.60% | -3.5% |
| Q3 2022 | $3,529,000 | -1.9% | 120,773 | -0.2% | 0.62% | -4.9% |
| Q2 2022 | $3,597,000 | -2.1% | 120,983 | -1.7% | 0.65% | -6.3% |
| Q1 2022 | $3,676,000 | -8.6% | 123,027 | -5.3% | 0.70% | -22.9% |
| Q4 2021 | $4,024,000 | +19.0% | 129,921 | +20.1% | 0.90% | -0.1% |
| Q3 2021 | $3,381,000 | +1252.4% | 108,186 | +1259.3% | 0.91% | +694.7% |
| Q4 2020 | $250,000 | -14.7% | 7,959 | -15.0% | 0.11% | -28.8% |
| Q3 2020 | $293,000 | -21.4% | 9,362 | -21.5% | 0.16% | -31.6% |
| Q2 2020 | $373,000 | -5.6% | 11,920 | -9.0% | 0.23% | -12.0% |
| Q1 2020 | $395,000 | -57.4% | 13,096 | -56.4% | 0.27% | -50.6% |
| Q4 2019 | $927,000 | +3.0% | 30,042 | +2.9% | 0.54% | -10.5% |
| Q3 2019 | $900,000 | -5.3% | 29,205 | -5.6% | 0.60% | -7.7% |
| Q2 2019 | $950,000 | -8.0% | 30,945 | -8.8% | 0.65% | -15.5% |
| Q1 2019 | $1,033,000 | +0.8% | 33,924 | -0.2% | 0.77% | +2.5% |
| Q4 2018 | $1,025,000 | +8.9% | 34,003 | +8.9% | 0.75% | +20.3% |
| Q3 2018 | $941,000 | +2.3% | 31,235 | +2.4% | 0.63% | -7.1% |
| Q2 2018 | $920,000 | -0.9% | 30,501 | -0.7% | 0.67% | -13.3% |
| Q1 2018 | $928,000 | +13.6% | 30,718 | +14.4% | 0.78% | +24.1% |
| Q4 2017 | $817,000 | +10.1% | 26,846 | +11.0% | 0.63% | -3.7% |
| Q3 2017 | $742,000 | -4.4% | 24,184 | -4.5% | 0.65% | -15.6% |
| Q2 2017 | $776,000 | +11.7% | 25,328 | +11.6% | 0.77% | -7.7% |
| Q1 2017 | $695,000 | – | 22,695 | – | 0.83% | – |
Download | ||||||
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% |