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 | $11,561 | -0.6% | 278,369 | +3.0% | 0.14% | -6.0% |
| Q1 2024 | $11,634 | +5.3% | 270,297 | +3.2% | 0.15% | -2.0% |
| Q4 2023 | $11,049 | +17.4% | 261,946 | +2.7% | 0.15% | +4.8% |
| Q3 2023 | $9,415 | +38.5% | 255,137 | +45.8% | 0.15% | +35.2% |
| Q2 2023 | $6,798 | +12.5% | 175,031 | +9.4% | 0.11% | +3.8% |
| Q1 2023 | $6,045 | -99.9% | 160,041 | +20.1% | 0.10% | +19.5% |
| Q4 2022 | $4,925,000 | -99.9% | 133,216 | -5.1% | 0.09% | -8.4% |
| Q3 2022 | $4,780,000,000 | +70080.6% | 140,341 | -25.9% | 0.10% | -28.0% |
| Q2 2022 | $6,811,000 | +31.5% | 189,300 | +53.7% | 0.13% | +45.1% |
| Q1 2022 | $5,181,000 | -99.9% | 123,140 | +4.0% | 0.09% | -3.2% |
| Q4 2021 | $5,294,000,000 | +113237.6% | 118,450 | +8.0% | 0.09% | 0.0% |
| Q3 2021 | $4,671,000 | +11.5% | 109,659 | +15.0% | 0.09% | +5.6% |
| Q2 2021 | $4,188,000 | +0.1% | 95,315 | -3.7% | 0.09% | -12.7% |
| Q1 2021 | $4,184,000 | +52.5% | 98,986 | +29.2% | 0.10% | +34.2% |
| Q4 2020 | $2,743,000 | +80.0% | 76,609 | +37.6% | 0.08% | +49.0% |
| Q3 2020 | $1,524,000 | +28.8% | 55,655 | +25.0% | 0.05% | +13.3% |
| Q2 2020 | $1,183,000 | +55.7% | 44,535 | +28.0% | 0.04% | -30.8% |
| Q1 2020 | $760,000 | -0.4% | 34,781 | +48.8% | 0.06% | +103.1% |
| Q4 2019 | $763,000 | +138.4% | 23,378 | +119.2% | 0.03% | +113.3% |
| Q3 2019 | $320,000 | – | 10,666 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peterson Wealth Advisors, LLC | 240,519 | $7,764,000 | 6.29% |
| McNamara Financial Services, Inc. | 351,370 | $11,342,000 | 4.99% |
| Astor Investment Management LLC | 751,488 | $24,258,000 | 4.11% |
| Larson Financial Group LLC | 98,500 | $3,180,000 | 3.66% |
| Barber Financial Group, Inc. | 354,436 | $11,441,000 | 3.32% |
| Winch Advisory Services, LLC | 185,819 | $5,998,000 | 3.23% |
| Annex Advisory Services, LLC | 474,395 | $15,313,000 | 2.61% |
| Financial Enhancement Group LLC | 220,001 | $7,102,000 | 2.45% |
| Allworth Financial LP | 1,234,669 | $39,855,000 | 1.91% |
| Pinnacle Wealth Planning Services, Inc. | 58,281 | $1,881,000 | 1.83% |