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 | $3,593,811 | -22.9% | 122,572 | -22.6% | 5.74% | -14.6% |
Q2 2023 | $4,661,176 | -0.6% | 158,328 | +4.5% | 6.72% | +2.0% |
Q1 2023 | $4,691,259 | +0.9% | 151,582 | -4.3% | 6.59% | -4.7% |
Q4 2022 | $4,651,677 | +0.4% | 158,328 | -0.1% | 6.92% | -1.1% |
Q3 2022 | $4,632,000 | -1.8% | 158,508 | -0.1% | 6.99% | +11.8% |
Q2 2022 | $4,718,000 | -18.0% | 158,693 | -16.9% | 6.25% | +25.5% |
Q1 2022 | $5,754,000 | -20.3% | 190,972 | -18.0% | 4.98% | -9.1% |
Q4 2021 | $7,216,000 | – | 233,006 | – | 5.48% | – |
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% |