SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 765 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is 0.11 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,175,781 | -4.2% | 28,311 | -0.7% | 0.50% | -4.7% |
| Q1 2024 | $1,226,865 | +18.3% | 28,505 | +15.9% | 0.53% | +8.8% |
| Q4 2023 | $1,036,971 | +57.1% | 24,584 | +37.4% | 0.49% | +52.7% |
| Q3 2023 | $660,222 | -4.1% | 17,892 | +1.0% | 0.32% | -20.2% |
| Q2 2023 | $688,391 | +14.2% | 17,723 | +11.1% | 0.40% | +7.8% |
| Q1 2023 | $602,643 | +2.2% | 15,956 | +0.1% | 0.37% | -2.9% |
| Q4 2022 | $589,459 | +9.2% | 15,944 | +0.4% | 0.38% | +6.4% |
| Q3 2022 | $540,000 | -5.8% | 15,881 | -0.4% | 0.36% | +2.0% |
| Q2 2022 | $573,000 | -13.8% | 15,937 | +0.8% | 0.35% | -23.5% |
| Q1 2022 | $665,000 | -5.3% | 15,807 | +0.6% | 0.46% | +1.8% |
| Q4 2021 | $702,000 | – | 15,714 | – | 0.45% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peterson Wealth Advisors, LLC | 231,845 | $6,937,000 | 5.73% |
| McNamara Financial Services, Inc. | 361,397 | $10,813,000 | 4.93% |
| Boston Standard Wealth Management, LLC | 221,157 | $6,617,000,000 | 4.14% |
| Larson Financial Group LLC | 101,712 | $3,043,000 | 3.57% |
| Barber Financial Group, Inc. | 358,552 | $10,728,000 | 2.85% |
| Winch Advisory Services, LLC | 120,622 | $3,609,000 | 2.11% |
| Financial Enhancement Group LLC | 192,166 | $5,750,000 | 2.03% |
| RFG Advisory, LLC | 160,201 | $4,793,000 | 1.78% |
| Annex Advisory Services, LLC | 323,015 | $9,665,000 | 1.76% |
| Pinnacle Wealth Planning Services, Inc. | 52,761 | $1,579,000 | 1.62% |