SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 521 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $60,773,177 | +13.0% | 2,072,755 | +13.5% | 3.55% | +3.7% |
| Q2 2023 | $53,768,774 | -8.8% | 1,826,385 | -8.2% | 3.42% | -21.8% |
| Q1 2023 | $58,930,781 | -34.6% | 1,988,889 | -35.2% | 4.38% | +59.8% |
| Q4 2022 | $90,115,952 | +12.0% | 3,067,255 | +11.4% | 2.74% | +18.3% |
| Q3 2022 | $80,489,000 | +8.6% | 2,754,570 | +10.5% | 2.32% | +1.5% |
| Q2 2022 | $74,099,000 | – | 2,492,405 | – | 2.28% | – |
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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% |