SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 383 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $487,000 | +8.7% | 15,800 | +8.6% | 0.05% | -26.8% |
| Q2 2019 | $448,000 | +93.9% | 14,550 | +92.7% | 0.07% | +91.9% |
| Q1 2019 | $231,000 | -12.5% | 7,550 | -13.7% | 0.04% | -27.5% |
| Q4 2018 | $264,000 | -16.2% | 8,750 | -16.1% | 0.05% | -1.9% |
| Q3 2018 | $315,000 | -1.6% | 10,425 | -1.9% | 0.05% | -7.1% |
| Q2 2018 | $320,000 | +27.5% | 10,625 | +27.6% | 0.06% | +33.3% |
| Q1 2018 | $251,000 | -4.2% | 8,325 | -3.2% | 0.04% | -6.7% |
| Q4 2017 | $262,000 | -0.8% | 8,600 | 0.0% | 0.04% | -2.2% |
| Q3 2017 | $264,000 | – | 8,600 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Walker Financial Services, Inc. | 683,647 | $20,256,471 | 20.88% |
| Advocacy Wealth Management Services, LLC | 3,227,590 | $95,633,499 | 11.61% |
| Coulter & Justus Financial Services, LLC | 591,131 | $17,515,209 | 11.42% |
| Astor Investment Management LLC | 1,118,834 | $33,151 | 10.71% |
| Flagstone Financial Management | 629,779 | $18,660,358 | 9.31% |
| PECAUT & CO. | 625,440 | $18,531,772 | 8.44% |
| CAPITAL WEALTH MANAGEMENT, LLC | 482,555 | $14,298,104 | 8.21% |
| TPG Financial Advisors, LLC | 485,265 | $14,378,392 | 7.86% |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | 1,479,614 | $43,840,963 | 6.78% |
| Coury Firm Asset Management LLC | 151,582 | $4,691,259 | 6.59% |