SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 508 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,566 | +9.2% | 87,515 | +9.7% | 1.35% | +9.7% |
Q2 2023 | $2,349 | -3.8% | 79,778 | -3.2% | 1.23% | -9.0% |
Q1 2023 | $2,443 | -21.3% | 82,434 | -22.0% | 1.35% | -24.8% |
Q4 2022 | $3,103 | -99.9% | 105,642 | +4.8% | 1.80% | -8.9% |
Q3 2022 | $2,947,000 | +36.2% | 100,850 | +38.6% | 1.97% | +30.9% |
Q2 2022 | $2,163,000 | – | 72,770 | – | 1.51% | – |
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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% |