SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 489 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,058,129 | +5.7% | 36,089 | +6.1% | 0.46% | +6.5% |
| Q2 2023 | $1,001,372 | -4.6% | 34,014 | -4.0% | 0.43% | -17.2% |
| Q1 2023 | $1,050,028 | +37.8% | 35,438 | +36.6% | 0.52% | +21.9% |
| Q4 2022 | $761,970 | -19.8% | 25,935 | -20.3% | 0.42% | -32.1% |
| Q3 2022 | $950,000 | +3.0% | 32,522 | +4.9% | 0.63% | +1.0% |
| Q2 2022 | $922,000 | +12.6% | 31,017 | +14.1% | 0.62% | -3.0% |
| Q1 2022 | $819,000 | +126.9% | 27,179 | +133.5% | 0.64% | +181.5% |
| Q4 2021 | $361,000 | – | 11,641 | – | 0.23% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Coulter & Justus Financial Services, LLC | 639,835 | $19,022,000 | 15.30% |
| Advocacy Wealth Management Services, LLC | 2,693,637 | $80,082,000 | 12.88% |
| Astor Investment Management LLC | 1,324,800 | $39,386,000 | 10.55% |
| TPG Financial Advisors, LLC | 477,388 | $14,193,000 | 9.51% |
| IRON Financial LLC | 590,543 | $17,557,000 | 9.19% |
| Cedar Mountain Advisors, LLC | 860,330 | $25,578,000 | 8.75% |
| Marion Wealth Management | 554,010 | $16,471,000 | 8.63% |
| Sunflower Bank, N.A. | 1,430,451 | $42,527,000 | 8.41% |
| PECAUT & CO. | 493,506 | $14,672,000 | 8.27% |
| Rodgers & Associates, LTD | 1,395,072 | $41,475,000 | 7.11% |