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 | $395,979 | +0.6% | 13,505 | +1.0% | 0.35% | +8.7% |
| Q2 2023 | $393,490 | +0.3% | 13,366 | +0.9% | 0.32% | -3.0% |
| Q1 2023 | $392,461 | +1.6% | 13,245 | +0.8% | 0.33% | -1.2% |
| Q4 2022 | $386,192 | +0.6% | 13,145 | +0.1% | 0.34% | -10.4% |
| Q3 2022 | $384,000 | +64.8% | 13,130 | +67.5% | 0.37% | +89.8% |
| Q2 2022 | $233,000 | +13.7% | 7,841 | +15.2% | 0.20% | +2.6% |
| Q1 2022 | $205,000 | -47.6% | 6,805 | -46.0% | 0.19% | -41.6% |
| Q4 2021 | $391,000 | -66.4% | 12,613 | -66.1% | 0.33% | -65.7% |
| Q3 2021 | $1,163,000 | +0.3% | 37,212 | +0.5% | 0.96% | -7.5% |
| Q2 2021 | $1,159,000 | +0.3% | 37,026 | +0.3% | 1.04% | -13.2% |
| Q1 2021 | $1,156,000 | – | 36,925 | – | 1.19% | – |
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% |