SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 508 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| Walker Financial Services, Inc. | 683,647 | $20,256,471 | 20.88% |
| Signify Wealth | 505,474 | $14,850,826 | 13.00% |
| Advocacy Wealth Management Services, LLC | 3,011,250 | $88,470,532 | 11.69% |
| Coulter & Justus Financial Services, LLC | 569,554 | $16,733,498 | 11.37% |
| Astor Investment Management LLC | 1,187,624 | $34,892,397 | 10.67% |
| Sunflower Bank, N.A. | 1,576,560 | $46,319 | 10.08% |
| Flagstone Financial Management | 536,776 | $15,770,483 | 9.60% |
| PECAUT & CO. | 616,555 | $18,114,386 | 8.60% |
| Litman Gregory Wealth Management LLC | 2,074,023 | $60,934,793 | 8.51% |
| IRON Financial LLC | 497,405 | $14,613,760 | 8.39% |