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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $209,272 | -1.8% | 7,108 | -1.2% | 0.22% | -8.5% |
| Q1 2023 | $213,066 | +4.0% | 7,191 | +3.1% | 0.24% | +6.8% |
| Q4 2022 | $204,934 | +1.5% | 6,975 | +0.9% | 0.22% | -14.3% |
| Q3 2022 | $202,000 | -1.0% | 6,912 | +0.5% | 0.26% | +4.9% |
| Q2 2022 | $204,000 | -20.0% | 6,878 | -18.8% | 0.25% | -3.5% |
| Q1 2022 | $255,000 | -95.6% | 8,474 | -95.4% | 0.26% | -94.6% |
| Q4 2021 | $5,763,000 | – | 186,084 | – | 4.68% | – |
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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% |