SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 524 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $225,572 | -0.2% | 7,595 | 0.0% | 0.11% | -6.7% |
| Q1 2024 | $226,103 | -0.0% | 7,595 | 0.0% | 0.12% | -8.4% |
| Q4 2023 | $226,179 | +1.6% | 7,595 | 0.0% | 0.13% | -4.4% |
| Q3 2023 | $222,685 | -1.5% | 7,595 | -1.1% | 0.14% | +3.8% |
| Q2 2023 | $226,099 | -16.9% | 7,680 | -16.3% | 0.13% | -22.4% |
| Q1 2023 | $272,003 | +0.9% | 9,180 | 0.0% | 0.17% | -6.6% |
| Q4 2022 | $269,708 | – | 9,180 | – | 0.18% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Walker Financial Services, Inc. | 768,154 | $22,867,944 | 18.79% |
| CAPITAL WEALTH MANAGEMENT, LLC | 718,366 | $21,385,756 | 10.24% |
| Winthrop Capital Management, LLC | 652,429 | $19,423 | 8.95% |
| Flagstone Financial Management | 679,097 | $20,216,726 | 7.81% |
| Obsidian Personal Planning Solutions LLC | 337,918 | $9,998,980 | 6.56% |
| Concord Wealth Partners | 1,134,289 | $33,767,779 | 6.08% |
| Kraft, Davis & Associates, LLC | 271,733 | $19,949,314 | 6.00% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1,133,941 | $33,757,424 | 5.57% |
| Rodgers & Associates, LTD | 1,444,111 | $42,991,204 | 5.52% |
| Strategic Point Investment Advisors, LLC | 987,810 | $29,407,096 | 5.34% |