SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 559 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $244,558 | -0.4% | 8,341 | 0.0% | 0.12% | +2.5% |
| Q2 2023 | $245,559 | -0.6% | 8,341 | 0.0% | 0.12% | -4.7% |
| Q1 2023 | $247,144 | +0.9% | 8,341 | 0.0% | 0.13% | +6.7% |
| Q4 2022 | $245,059 | -76.7% | 8,341 | -76.8% | 0.12% | -82.8% |
| Q3 2022 | $1,053,000 | -1.7% | 36,025 | 0.0% | 0.69% | -4.0% |
| Q2 2022 | $1,071,000 | -1.8% | 36,025 | -0.6% | 0.72% | +3.6% |
| Q1 2022 | $1,091,000 | -2.8% | 36,226 | 0.0% | 0.70% | -3.2% |
| Q4 2021 | $1,122,000 | -2.6% | 36,226 | -1.7% | 0.72% | -14.5% |
| Q3 2021 | $1,152,000 | -0.2% | 36,871 | 0.0% | 0.84% | -3.1% |
| Q2 2021 | $1,154,000 | 0.0% | 36,871 | 0.0% | 0.87% | -9.3% |
| Q1 2021 | $1,154,000 | -0.3% | 36,871 | 0.0% | 0.96% | -12.9% |
| Q4 2020 | $1,158,000 | – | 36,871 | – | 1.10% | – |
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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% |