SPDR SER TR's ticker is SPSB and the CUSIP is 78464A474. A total of 115 filers reported holding SPDR SER TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $602,937 | +64.3% | 20,564 | +72.9% | 0.02% | -41.4% |
| Q4 2019 | $367,000 | +4.9% | 11,891 | +4.7% | 0.03% | -6.5% |
| Q3 2019 | $350,000 | -82.3% | 11,355 | -82.4% | 0.03% | -93.0% |
| Q1 2015 | $1,980,000 | -2.2% | 64,384 | -2.8% | 0.44% | +0.7% |
| Q4 2014 | $2,025,000 | +76.5% | 66,240 | +77.3% | 0.44% | +78.8% |
| Q3 2014 | $1,147,000 | -10.9% | 37,360 | -10.5% | 0.24% | -3.2% |
| Q2 2014 | $1,287,000 | -0.3% | 41,761 | -0.5% | 0.25% | -11.2% |
| Q1 2014 | $1,291,000 | -4.4% | 41,956 | -4.6% | 0.28% | -15.7% |
| Q4 2013 | $1,350,000 | -17.1% | 43,982 | -17.0% | 0.34% | -23.5% |
| Q3 2013 | $1,629,000 | +251.1% | 52,992 | +249.5% | 0.44% | -65.2% |
| Q2 2013 | $464,000 | – | 15,162 | – | 1.27% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Asset Planning Services, Ltd. | 263,010 | $8,048,000 | 7.76% |
| Hoxton Financial, Inc. | 586,535 | $17,948,000 | 7.44% |
| SPINNAKER TRUST | 1,328,195 | $40,643,000 | 6.06% |
| S. R. Schill & Associates | 289,576 | $8,861,000 | 5.99% |
| Windhaven Investment Management, Inc. | 27,120,151 | $829,877,000 | 5.73% |
| 3D ASSET MANAGEMENT, INC | 622,420 | $19,046,000 | 5.71% |
| Baystate Wealth Management LLC | 692,807 | $21,200,000 | 5.69% |
| Gemmer Asset Management LLC | 279,119 | $8,541,000 | 5.19% |
| CAZ INVESTMENTS LP | 234,932 | $7,189,000 | 3.75% |
| PacWest Financial Management Inc | 159,200 | $4,872,000 | 3.43% |