SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 529 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $798,668 | -1.1% | 27,046 | -0.3% | 0.29% | -5.8% |
| Q4 2023 | $807,604 | -23.7% | 27,119 | -24.9% | 0.31% | -32.6% |
| 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 ↓ |
|---|---|---|---|
| Hirtle Callaghan & Co LLC | 6,368,526 | $199,334,000 | 11.65% |
| IRON Financial LLC | 735,567 | $23,023,000 | 10.77% |
| Cedar Mountain Advisors, LLC | 808,487 | $25,306,000 | 8.36% |
| TPG Financial Advisors, LLC | 375,441 | $11,751,000 | 8.25% |
| Sunflower Bank, N.A. | 1,534,345 | $48,025,000 | 7.38% |
| Great Point Wealth Advisors, LLC | 638,180 | $19,975,000 | 6.97% |
| MTC Wealth Management LLC | 253,783 | $7,943,387,000 | 6.84% |
| Rodgers & Associates, LTD | 1,300,058 | $40,692,000 | 6.54% |
| Buckingham Capital Management, Inc. | 1,279,049 | $40,034,000 | 6.47% |
| Baystate Wealth Management LLC | 2,074,540 | $64,933,000 | 6.42% |