SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 568 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,600,383 | -32.1% | 121,225 | -31.9% | 0.04% | -29.7% |
| Q1 2024 | $5,299,268 | -74.5% | 178,007 | -74.5% | 0.06% | -73.9% |
| Q4 2023 | $20,763,688 | +379.6% | 697,236 | +372.1% | 0.24% | +301.6% |
| Q3 2023 | $4,329,802 | +41.9% | 147,674 | +43.4% | 0.06% | +35.6% |
| Q1 2023 | $3,051,949 | +75.8% | 103,002 | +74.3% | 0.04% | +73.1% |
| Q4 2022 | $1,736,035 | -60.6% | 59,089 | -57.9% | 0.03% | -54.4% |
| Q2 2020 | $4,402,000 | +148.7% | 140,467 | +140.0% | 0.06% | +185.0% |
| Q1 2020 | $1,770,000 | -0.3% | 58,526 | +1.7% | 0.02% | +25.0% |
| Q4 2019 | $1,775,000 | +3.5% | 57,549 | +3.5% | 0.02% | -5.9% |
| Q3 2019 | $1,715,000 | – | 55,593 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hirtle Callaghan & Co LLC | 6,368,526 | $199,334,000 | 11.65% |
| IRON Financial LLC | 735,567 | $23,023,000 | 10.77% |
| Cedar Mountain Advisors, LLC | 808,487 | $25,306,000 | 8.36% |
| TPG Financial Advisors, LLC | 375,441 | $11,751,000 | 8.25% |
| Sunflower Bank, N.A. | 1,534,345 | $48,025,000 | 7.38% |
| Great Point Wealth Advisors, LLC | 638,180 | $19,975,000 | 6.97% |
| MTC Wealth Management LLC | 253,783 | $7,943,387,000 | 6.84% |
| Rodgers & Associates, LTD | 1,300,058 | $40,692,000 | 6.54% |
| Buckingham Capital Management, Inc. | 1,279,049 | $40,034,000 | 6.47% |
| Baystate Wealth Management LLC | 2,074,540 | $64,933,000 | 6.42% |