SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 19 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,410,514 | -0.4% | 82,214 | 0.0% | 0.32% | +2.9% |
| Q2 2023 | $2,420,380 | +91894.7% | 82,214 | -7.4% | 0.31% | -11.2% |
| Q1 2023 | $2,631 | -7.2% | 88,795 | -8.0% | 0.35% | -12.1% |
| Q4 2022 | $2,835 | -99.9% | 96,478 | -16.8% | 0.40% | -18.0% |
| Q3 2022 | $3,388,000 | -1.7% | 115,938 | 0.0% | 0.48% | +4.8% |
| Q2 2022 | $3,447,000 | -7.5% | 115,938 | -6.2% | 0.46% | +17.9% |
| Q1 2022 | $3,726,000 | -15.0% | 123,663 | -12.6% | 0.39% | -2.7% |
| Q4 2021 | $4,384,000 | +40.2% | 141,563 | +41.5% | 0.40% | +38.6% |
| Q3 2021 | $3,127,000 | +1.9% | 100,063 | +2.0% | 0.29% | +10.3% |
| Q2 2021 | $3,070,000 | -0.3% | 98,063 | -0.3% | 0.26% | -6.1% |
| Q1 2021 | $3,080,000 | -17.8% | 98,363 | -17.5% | 0.28% | -16.9% |
| Q4 2020 | $3,745,000 | -31.2% | 119,263 | -31.3% | 0.34% | -33.0% |
| Q3 2020 | $5,445,000 | +6.7% | 173,563 | +6.6% | 0.50% | +5.7% |
| Q2 2020 | $5,104,000 | – | 162,863 | – | 0.48% | – |
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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% |