SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 528 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $635,423 | -1.4% | 21,672 | -1.0% | 0.25% | -10.2% |
| Q2 2023 | $644,736 | -49.9% | 21,900 | -49.5% | 0.28% | -54.7% |
| Q1 2023 | $1,285,735 | +75.1% | 43,393 | +73.7% | 0.61% | +47.0% |
| Q4 2022 | $734,118 | +10.6% | 24,987 | +9.5% | 0.41% | +9.3% |
| Q3 2022 | $664,000 | +134.6% | 22,817 | +139.9% | 0.38% | +111.2% |
| Q2 2022 | $283,000 | – | 9,512 | – | 0.18% | – |
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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% |