SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 422 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $58,640 | -50.2% | 2,000 | -50.0% | 0.00% | -33.3% |
| Q2 2023 | $117,760 | -0.6% | 4,000 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $118,520 | +0.9% | 4,000 | 0.0% | 0.00% | -25.0% |
| Q4 2022 | $117,520 | +0.4% | 4,000 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $117,000 | -1.7% | 4,000 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $119,000 | -1.7% | 4,000 | 0.0% | 0.00% | +33.3% |
| Q1 2022 | $121,000 | -2.4% | 4,000 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $124,000 | -0.8% | 4,000 | 0.0% | 0.00% | -25.0% |
| Q3 2021 | $125,000 | 0.0% | 4,000 | 0.0% | 0.00% | -20.0% |
| Q2 2021 | $125,000 | -44.7% | 4,000 | -44.7% | 0.01% | -44.4% |
| Q1 2021 | $226,000 | -0.4% | 7,234 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $227,000 | – | 7,234 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Occidental Asset Management, LLC | 798,907 | $25,086,000 | 8.31% |
| Cedar Mountain Advisors, LLC | 721,802 | $22,665,000 | 8.10% |
| Hirtle Callaghan & Co LLC | 3,380,221 | $106,181,000 | 8.05% |
| Baystate Wealth Management LLC | 2,048,298 | $64,317,000 | 7.33% |
| TPG Financial Advisors, LLC | 303,283 | $9,523,000 | 7.07% |
| Compass Financial Group, Inc. | 368,107 | $11,559,000 | 6.96% |
| Windward Private Wealth Management Inc. | 463,564 | $14,556,000 | 6.80% |
| Rodgers & Associates, LTD | 1,173,864 | $36,859,000 | 6.74% |
| Buckingham Capital Management, Inc. | 1,217,269 | $38,222,000 | 6.73% |
| Sunflower Bank, N.A. | 1,212,681 | $38,078,000 | 6.54% |