SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 366 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $484,770 | -52.6% | 16,500 | -52.9% | 0.00% | -50.0% |
| Q3 2022 | $1,023,000 | -20.0% | 35,000 | -18.6% | 0.00% | 0.0% |
| Q2 2022 | $1,278,000 | -40.3% | 43,000 | -39.4% | 0.00% | -33.3% |
| Q1 2022 | $2,139,000 | -38.9% | 71,000 | -37.2% | 0.00% | 0.0% |
| Q4 2021 | $3,500,000 | +47.4% | 113,000 | +48.7% | 0.00% | +50.0% |
| Q3 2021 | $2,375,000 | +161.6% | 76,000 | +162.1% | 0.00% | +100.0% |
| Q2 2021 | $908,000 | -17.2% | 29,000 | -17.1% | 0.00% | 0.0% |
| Q1 2021 | $1,096,000 | -17.9% | 35,000 | -17.6% | 0.00% | -50.0% |
| Q4 2020 | $1,335,000 | -76.5% | 42,500 | -76.5% | 0.00% | -77.8% |
| Q3 2020 | $5,678,000 | +44.9% | 181,000 | +44.8% | 0.01% | +28.6% |
| Q2 2020 | $3,918,000 | +3.6% | 125,000 | 0.0% | 0.01% | -22.2% |
| Q1 2020 | $3,781,000 | -4.2% | 125,000 | -2.3% | 0.01% | +28.6% |
| Q4 2019 | $3,948,000 | -0.0% | 128,000 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $3,949,000 | +0.2% | 128,000 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $3,940,000 | +55.4% | 128,000 | +54.2% | 0.01% | +40.0% |
| Q1 2019 | $2,535,000 | +1.4% | 83,000 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $2,499,000 | -0.3% | 83,000 | 0.0% | 0.01% | +25.0% |
| Q3 2018 | $2,506,000 | +0.1% | 83,000 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $2,503,000 | -6.9% | 83,000 | -6.7% | 0.00% | 0.0% |
| Q1 2018 | $2,688,000 | +31.9% | 89,000 | +32.8% | 0.00% | +33.3% |
| Q4 2017 | $2,038,000 | -0.8% | 67,000 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $2,055,000 | +0.1% | 67,000 | 0.0% | 0.00% | -25.0% |
| Q2 2017 | $2,053,000 | +36.9% | 67,000 | +36.7% | 0.00% | +33.3% |
| Q1 2017 | $1,500,000 | – | 49,000 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Walker Financial Services, Inc. | 683,647 | $20,256,471 | 20.88% |
| Advocacy Wealth Management Services, LLC | 3,227,590 | $95,633,499 | 11.61% |
| Coulter & Justus Financial Services, LLC | 591,131 | $17,515,209 | 11.42% |
| Astor Investment Management LLC | 1,118,834 | $33,151 | 10.71% |
| Flagstone Financial Management | 629,779 | $18,660,358 | 9.31% |
| PECAUT & CO. | 625,440 | $18,531,772 | 8.44% |
| CAPITAL WEALTH MANAGEMENT, LLC | 482,555 | $14,298,104 | 8.21% |
| TPG Financial Advisors, LLC | 485,265 | $14,378,392 | 7.86% |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | 1,479,614 | $43,840,963 | 6.78% |
| Coury Firm Asset Management LLC | 151,582 | $4,691,259 | 6.59% |