SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 265 filers reported holding SPDR SER TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,162 | -7.2% | 210,170 | -6.8% | 0.03% | -8.1% |
| Q2 2023 | $6,637 | +17.9% | 225,454 | +18.7% | 0.04% | -7.5% |
| Q1 2023 | $5,629 | -12.3% | 189,989 | -13.0% | 0.04% | -4.8% |
| Q4 2022 | $6,419 | -99.9% | 218,494 | -2.9% | 0.04% | -16.0% |
| Q3 2022 | $6,578,000 | +19.1% | 225,128 | +21.2% | 0.05% | +19.0% |
| Q2 2022 | $5,521,000 | +6.9% | 185,719 | +8.4% | 0.04% | +16.7% |
| Q1 2022 | $5,164,000 | +9.4% | 171,374 | +12.5% | 0.04% | +5.9% |
| Q4 2021 | $4,719,000 | +10.0% | 152,368 | +11.0% | 0.03% | 0.0% |
| Q3 2021 | $4,291,000 | +25.0% | 137,308 | +25.2% | 0.03% | +17.2% |
| Q2 2021 | $3,433,000 | +21.6% | 109,667 | +21.6% | 0.03% | +7.4% |
| Q1 2021 | $2,824,000 | +6.8% | 90,188 | +7.1% | 0.03% | -3.6% |
| Q4 2020 | $2,644,000 | +14.1% | 84,198 | +14.0% | 0.03% | -3.4% |
| Q3 2020 | $2,317,000 | +5.1% | 73,851 | +5.0% | 0.03% | -3.3% |
| Q2 2020 | $2,205,000 | -6.1% | 70,346 | -9.4% | 0.03% | -25.0% |
| Q1 2020 | $2,349,000 | -9.4% | 77,648 | -7.7% | 0.04% | +8.1% |
| Q4 2019 | $2,593,000 | +52.0% | 84,091 | +52.0% | 0.04% | +37.0% |
| Q3 2019 | $1,706,000 | +45.7% | 55,305 | +45.4% | 0.03% | +58.8% |
| Q2 2019 | $1,171,000 | +37.9% | 38,031 | +36.8% | 0.02% | +30.8% |
| Q1 2019 | $849,000 | +27.1% | 27,805 | +25.5% | 0.01% | +8.3% |
| Q4 2018 | $668,000 | +3.4% | 22,148 | +3.5% | 0.01% | +9.1% |
| Q3 2018 | $646,000 | +30.5% | 21,389 | +30.2% | 0.01% | 0.0% |
| Q2 2018 | $495,000 | -0.4% | 16,425 | -0.3% | 0.01% | 0.0% |
| Q1 2018 | $497,000 | -2.9% | 16,472 | -2.1% | 0.01% | +10.0% |
| Q4 2017 | $512,000 | -12.8% | 16,828 | -12.1% | 0.01% | -16.7% |
| Q3 2017 | $587,000 | -97.9% | 19,154 | -97.9% | 0.01% | -97.8% |
| Q2 2017 | $28,348,000 | – | 925,185 | – | 0.54% | – |
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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% |