SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 416 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.51 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,248 | -5.0% | 33,809 | -0.1% | 0.02% | 0.0% |
| Q2 2023 | $1,314 | +7.2% | 33,839 | +4.2% | 0.02% | +5.6% |
| Q1 2023 | $1,226 | -8.7% | 32,467 | -10.6% | 0.02% | -5.3% |
| Q4 2022 | $1,343 | -99.9% | 36,330 | +1.8% | 0.02% | -9.5% |
| Q3 2022 | $1,215,000 | -4.7% | 35,673 | +0.7% | 0.02% | -4.5% |
| Q2 2022 | $1,275,000 | -25.5% | 35,437 | -12.8% | 0.02% | -15.4% |
| Q1 2022 | $1,711,000 | -8.2% | 40,662 | -2.4% | 0.03% | -21.2% |
| Q4 2021 | $1,863,000 | – | 41,676 | – | 0.03% | – |
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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% |