SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 521 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $738,000 | -0.4% | 25,167 | 0.0% | 0.11% | +26.7% |
| Q2 2023 | $741,000 | -2.5% | 25,167 | -1.9% | 0.09% | -9.5% |
| Q1 2023 | $760,000 | +0.9% | 25,644 | 0.0% | 0.10% | -12.0% |
| Q4 2022 | $753,000 | -10.4% | 25,644 | -10.8% | 0.11% | -24.5% |
| Q3 2022 | $840,000 | -1.8% | 28,745 | 0.0% | 0.14% | -8.3% |
| Q2 2022 | $855,000 | -1.0% | 28,745 | +0.2% | 0.16% | +12.2% |
| Q1 2022 | $864,000 | +3.3% | 28,686 | +6.2% | 0.14% | +7.8% |
| Q4 2021 | $836,000 | +2.8% | 27,009 | +3.9% | 0.13% | -2.3% |
| Q3 2021 | $813,000 | +7.0% | 26,003 | +7.1% | 0.13% | +16.8% |
| Q2 2021 | $760,000 | +71.2% | 24,280 | +71.4% | 0.11% | +48.7% |
| Q1 2021 | $444,000 | – | 14,167 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Walker Financial Services, Inc. | 683,647 | $20,256,471 | 20.88% |
| Signify Wealth | 505,474 | $14,850,826 | 13.00% |
| Advocacy Wealth Management Services, LLC | 3,011,250 | $88,470,532 | 11.69% |
| Coulter & Justus Financial Services, LLC | 569,554 | $16,733,498 | 11.37% |
| Astor Investment Management LLC | 1,187,624 | $34,892,397 | 10.67% |
| Sunflower Bank, N.A. | 1,576,560 | $46,319 | 10.08% |
| Flagstone Financial Management | 536,776 | $15,770,483 | 9.60% |
| PECAUT & CO. | 616,555 | $18,114,386 | 8.60% |
| Litman Gregory Wealth Management LLC | 2,074,023 | $60,934,793 | 8.51% |
| IRON Financial LLC | 497,405 | $14,613,760 | 8.39% |