SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 380 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
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% | – |
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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% |