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 | $23,795 | -34.2% | 812 | -33.9% | 0.01% | -37.5% |
| Q2 2023 | $36,188 | -15.9% | 1,229 | -15.4% | 0.01% | -20.0% |
| Q1 2023 | $43,017 | -16.2% | 1,452 | -16.9% | 0.01% | -23.1% |
| Q4 2022 | $51,325 | -3.2% | 1,747 | -2.9% | 0.01% | -18.8% |
| Q3 2022 | $53,000 | -98.7% | 1,799 | -98.7% | 0.02% | -98.7% |
| Q2 2022 | $4,001,000 | -9.4% | 134,584 | -5.6% | 1.23% | +1.4% |
| Q4 2021 | $4,416,000 | -2.5% | 142,600 | -1.6% | 1.21% | -9.6% |
| Q3 2021 | $4,527,000 | – | 144,866 | – | 1.34% | – |
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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% |