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 2021 | $3,089,000 | +10.0% | 98,863 | +10.3% | 0.21% | +9.5% |
| Q2 2021 | $2,807,000 | +4.0% | 89,671 | +4.0% | 0.19% | -4.1% |
| Q1 2021 | $2,700,000 | +13.4% | 86,220 | +13.7% | 0.20% | +7.7% |
| Q4 2020 | $2,381,000 | +0.2% | 75,822 | 0.0% | 0.18% | -12.0% |
| Q3 2020 | $2,376,000 | +21.3% | 75,822 | +21.4% | 0.21% | +10.1% |
| Q2 2020 | $1,958,000 | +11.1% | 62,482 | +7.2% | 0.19% | -6.9% |
| Q1 2020 | $1,763,000 | -10.2% | 58,289 | -8.4% | 0.20% | +10.3% |
| Q4 2019 | $1,963,000 | +0.9% | 63,654 | +0.9% | 0.18% | -11.5% |
| Q3 2019 | $1,946,000 | +5.0% | 63,064 | +4.7% | 0.21% | +7.8% |
| Q2 2019 | $1,853,000 | +5.4% | 60,214 | +4.7% | 0.19% | +0.5% |
| Q1 2019 | $1,758,000 | +1.4% | 57,529 | -0.0% | 0.19% | -10.7% |
| Q4 2018 | $1,734,000 | – | 57,530 | – | 0.22% | – |
Download | ||||||
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% |