SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 459 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,001 | +136.6% | 545,736 | +137.2% | 0.04% | +153.3% |
| Q2 2023 | $6,763 | -62.4% | 230,040 | -62.2% | 0.02% | -65.9% |
| Q1 2023 | $17,982 | +134.7% | 608,699 | +133.5% | 0.04% | +120.0% |
| Q4 2022 | $7,663 | -99.9% | 260,735 | -11.6% | 0.02% | -16.7% |
| Q3 2022 | $8,629,000 | +163.7% | 295,040 | +168.0% | 0.02% | +166.7% |
| Q2 2022 | $3,272,000 | -13.6% | 110,070 | -12.5% | 0.01% | +28.6% |
| Q1 2022 | $3,789,000 | -27.9% | 125,738 | -25.1% | 0.01% | -30.0% |
| Q4 2021 | $5,257,000 | -4.9% | 167,959 | -5.1% | 0.01% | -9.1% |
| Q3 2021 | $5,530,000 | +5.2% | 176,949 | +5.4% | 0.01% | 0.0% |
| Q2 2021 | $5,257,000 | – | 167,959 | – | 0.01% | – |
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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% |