SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 472 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $11,277,289 | +0.7% | 271,546 | +4.4% | 1.14% | -1.0% |
| Q1 2024 | $11,194,312 | +10.1% | 260,091 | +7.9% | 1.15% | +1.9% |
| Q4 2023 | $10,163,217 | +7.4% | 240,949 | -6.0% | 1.13% | -2.7% |
| Q3 2023 | $9,459,172 | +1.2% | 256,346 | +6.5% | 1.16% | +4.9% |
| Q2 2023 | $9,345,605 | +5.3% | 240,618 | +2.4% | 1.11% | -0.1% |
| Q1 2023 | $8,871,623 | +26.6% | 234,885 | +14.1% | 1.11% | +9.6% |
| Q3 2022 | $7,009,000 | +6.7% | 205,792 | +12.9% | 1.01% | +15.4% |
| Q2 2022 | $6,568,000 | -30.2% | 182,198 | -22.8% | 0.88% | -24.2% |
| Q1 2022 | $9,407,000 | +6.8% | 235,940 | +19.7% | 1.16% | +14.9% |
| Q4 2021 | $8,808,000 | +8.0% | 197,089 | +2.9% | 1.00% | -8.4% |
| Q3 2021 | $8,157,000 | +19.1% | 191,469 | +18.9% | 1.10% | +9.3% |
| Q2 2021 | $6,848,000 | +19.8% | 161,080 | +19.1% | 1.00% | +8.5% |
| Q1 2021 | $5,716,000 | +15.6% | 135,232 | +7.6% | 0.92% | +8.7% |
| Q4 2020 | $4,944,000 | +57.9% | 125,718 | +9.9% | 0.85% | +34.7% |
| Q3 2020 | $3,132,000 | +5.5% | 114,390 | +2.3% | 0.63% | -12.1% |
| Q2 2020 | $2,970,000 | +55.7% | 111,784 | +28.0% | 0.72% | +60.5% |
| Q1 2020 | $1,908,000 | – | 87,364 | – | 0.45% | – |
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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% |