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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $7,915,703 | +75.9% | 265,806 | +73.2% | 2.16% | +70.9% |
| Q3 2023 | $4,498,978 | +194.9% | 153,444 | +196.1% | 1.26% | +162.2% |
| Q2 2023 | $1,525,787 | -87.7% | 51,827 | -87.6% | 0.48% | -84.8% |
| Q1 2023 | $12,365,340 | -4.4% | 417,325 | -5.2% | 3.17% | -5.9% |
| Q4 2022 | $12,938,805 | +126.4% | 440,395 | +133.1% | 3.37% | +26.5% |
| Q1 2020 | $5,715,000 | – | 188,941 | – | 2.67% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Walker Financial Services, Inc. | 683,647 | $20,256,471 | 20.88% |
| Advocacy Wealth Management Services, LLC | 3,227,590 | $95,633,499 | 11.61% |
| Coulter & Justus Financial Services, LLC | 591,131 | $17,515,209 | 11.42% |
| Astor Investment Management LLC | 1,118,834 | $33,151 | 10.71% |
| Flagstone Financial Management | 629,779 | $18,660,358 | 9.31% |
| PECAUT & CO. | 625,440 | $18,531,772 | 8.44% |
| CAPITAL WEALTH MANAGEMENT, LLC | 482,555 | $14,298,104 | 8.21% |
| TPG Financial Advisors, LLC | 485,265 | $14,378,392 | 7.86% |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | 1,479,614 | $43,840,963 | 6.78% |
| Coury Firm Asset Management LLC | 151,582 | $4,691,259 | 6.59% |