SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 522 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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Walker Financial Services, Inc. | 683,647 | $20,256,471 | 20.88% |
| Signify Wealth | 505,474 | $14,850,826 | 13.00% |
| Advocacy Wealth Management Services, LLC | 3,011,250 | $88,470,532 | 11.69% |
| Coulter & Justus Financial Services, LLC | 569,554 | $16,733,498 | 11.37% |
| Astor Investment Management LLC | 1,187,624 | $34,892,397 | 10.67% |
| Sunflower Bank, N.A. | 1,576,560 | $46,319 | 10.08% |
| Flagstone Financial Management | 536,776 | $15,770,483 | 9.60% |
| PECAUT & CO. | 616,555 | $18,114,386 | 8.60% |
| Litman Gregory Wealth Management LLC | 2,074,023 | $60,934,793 | 8.51% |
| IRON Financial LLC | 497,405 | $14,613,760 | 8.39% |