SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 509 filers reported holding SPDR SER TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $163,350 | -0.2% | 5,500 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $163,735 | -0.0% | 5,500 | 0.0% | 0.00% | +50.0% |
| Q4 2023 | $163,790 | +1.6% | 5,500 | 0.0% | 0.00% | -33.3% |
| Q3 2023 | $161,260 | -0.4% | 5,500 | 0.0% | 0.00% | +50.0% |
| Q2 2023 | $161,920 | -0.6% | 5,500 | 0.0% | 0.00% | -33.3% |
| Q1 2023 | $162,965 | +100495.7% | 5,500 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $162 | -99.9% | 5,500 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $161,000 | -1.8% | 5,500 | -0.1% | 0.00% | 0.0% |
| Q2 2022 | $164,000 | – | 5,505 | – | 0.00% | – |
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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% |