SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 559 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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
Download | ||||||
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% |