SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 508 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
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. | 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% |