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 | $2,187,290 | -3.2% | 74,601 | -2.8% | 2.28% | +2.0% |
Q2 2023 | $2,260,020 | -1.1% | 76,767 | -0.5% | 2.24% | -3.5% |
Q1 2023 | $2,285,034 | +0.2% | 77,119 | -0.6% | 2.32% | -2.9% |
Q4 2022 | $2,279,895 | -0.2% | 77,600 | -0.8% | 2.38% | -6.6% |
Q3 2022 | $2,285,000 | -0.7% | 78,210 | +1.1% | 2.55% | +4.2% |
Q2 2022 | $2,300,000 | -3.5% | 77,360 | -2.2% | 2.45% | +12.7% |
Q1 2022 | $2,384,000 | -7.7% | 79,130 | -5.1% | 2.17% | -5.8% |
Q4 2021 | $2,583,000 | – | 83,400 | – | 2.31% | – |
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% |