SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 494 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $35,613 | +0.5% | 1,215 | +1.0% | 0.00% | 0.0% |
| Q2 2023 | $35,419 | -29.6% | 1,203 | -29.2% | 0.00% | -50.0% |
| Q1 2023 | $50,316 | +102585.7% | 1,698 | +1.3% | 0.00% | -33.3% |
| Q4 2022 | $49 | -99.9% | 1,676 | +0.6% | 0.00% | 0.0% |
| Q3 2022 | $49,000 | -35.5% | 1,666 | -34.8% | 0.00% | 0.0% |
| Q2 2022 | $76,000 | -14.6% | 2,554 | -13.5% | 0.00% | +50.0% |
| Q1 2022 | $89,000 | -2.2% | 2,952 | +0.1% | 0.00% | 0.0% |
| Q4 2021 | $91,000 | -24.2% | 2,948 | -22.9% | 0.00% | -33.3% |
| Q3 2021 | $120,000 | +0.8% | 3,824 | +0.2% | 0.00% | 0.0% |
| Q2 2021 | $119,000 | 0.0% | 3,817 | +0.2% | 0.00% | 0.0% |
| Q1 2021 | $119,000 | – | 3,810 | – | 0.00% | – |
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% |