SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 531 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $212,482 | -1.0% | 7,247 | -0.6% | 0.10% | -1.0% |
| Q2 2023 | $214,676 | -1.3% | 7,292 | -0.6% | 0.10% | -8.3% |
| Q1 2023 | $217,395 | -0.2% | 7,337 | -1.1% | 0.11% | -10.0% |
| Q4 2022 | $217,853 | -0.1% | 7,415 | -0.5% | 0.12% | -16.1% |
| Q3 2022 | $218,000 | -9.9% | 7,449 | -8.7% | 0.14% | -4.0% |
| Q2 2022 | $242,000 | -4.0% | 8,155 | -2.5% | 0.15% | +17.3% |
| Q1 2022 | $252,000 | -8.4% | 8,363 | -5.7% | 0.13% | -5.9% |
| Q4 2021 | $275,000 | +27.3% | 8,870 | +28.2% | 0.14% | +17.4% |
| Q3 2021 | $216,000 | +2.9% | 6,917 | +3.1% | 0.12% | +6.5% |
| Q2 2021 | $210,000 | – | 6,710 | – | 0.11% | – |
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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% |