SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 380 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $1,376,000 | +16.4% | 43,969 | +16.5% | 0.05% | +4.1% |
| Q1 2021 | $1,182,000 | +14.0% | 37,747 | +14.3% | 0.05% | +8.9% |
| Q4 2020 | $1,037,000 | +3.3% | 33,035 | +3.2% | 0.04% | -8.2% |
| Q3 2020 | $1,004,000 | +7.4% | 31,996 | +7.3% | 0.05% | -3.9% |
| Q2 2020 | $935,000 | +6.7% | 29,821 | +3.0% | 0.05% | -12.1% |
| Q1 2020 | $876,000 | +4.5% | 28,944 | +6.5% | 0.06% | +31.8% |
| Q4 2019 | $838,000 | +11.1% | 27,176 | +11.2% | 0.04% | +2.3% |
| Q3 2019 | $754,000 | +14.2% | 24,446 | +14.0% | 0.04% | +10.3% |
| Q2 2019 | $660,000 | +22.4% | 21,446 | +21.6% | 0.04% | +18.2% |
| Q1 2019 | $539,000 | +14.4% | 17,634 | +12.7% | 0.03% | -2.9% |
| Q4 2018 | $471,000 | +0.9% | 15,641 | +1.1% | 0.03% | +17.2% |
| Q3 2018 | $467,000 | -4.1% | 15,466 | -4.3% | 0.03% | +81.2% |
| Q2 2018 | $487,000 | – | 16,161 | – | 0.02% | – |
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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% |