SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 494 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $1,013,236 | -1.3% | 34,417 | -0.6% | 0.07% | -6.4% |
Q1 2023 | $1,026,146 | +3.0% | 34,632 | +2.2% | 0.08% | -4.9% |
Q4 2022 | $995,806 | -18.7% | 33,894 | -19.2% | 0.08% | -29.3% |
Q3 2022 | $1,225,000 | +2.9% | 41,939 | +4.7% | 0.12% | +5.5% |
Q2 2022 | $1,191,000 | +66.6% | 40,060 | +68.9% | 0.11% | +96.4% |
Q1 2022 | $715,000 | +17.2% | 23,718 | +20.5% | 0.06% | +24.4% |
Q4 2021 | $610,000 | – | 19,689 | – | 0.04% | – |
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% |