SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 19 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $736,137 | +6.3% | 25,107 | +6.7% | 0.11% | +22.2% |
| Q2 2023 | $692,664 | +2.7% | 23,528 | +3.4% | 0.09% | +1.1% |
| Q1 2023 | $674,171 | +0.9% | 22,753 | 0.0% | 0.09% | -4.3% |
| Q4 2022 | $668,483 | -50.5% | 22,753 | -50.8% | 0.09% | -57.3% |
| Q3 2022 | $1,350,000 | -1.7% | 46,207 | 0.0% | 0.22% | +3.3% |
| Q2 2022 | $1,374,000 | -12.1% | 46,207 | -10.9% | 0.21% | +0.5% |
| Q1 2022 | $1,563,000 | -12.8% | 51,861 | -10.4% | 0.21% | -11.8% |
| Q4 2021 | $1,792,000 | – | 57,856 | – | 0.24% | – |
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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% |