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 | $23,934,487 | +15.7% | 576,318 | +19.9% | 0.25% | +8.2% |
| Q1 2024 | $20,682,442 | +22.8% | 480,540 | +20.3% | 0.23% | +12.0% |
| Q4 2023 | $16,846,397 | +18.3% | 399,393 | +3.5% | 0.21% | +2.0% |
| Q3 2023 | $14,242,736 | -34.5% | 385,982 | -31.1% | 0.20% | -34.8% |
| Q2 2023 | $21,759,256 | +142.3% | 560,228 | +135.6% | 0.31% | +117.4% |
| Q1 2023 | $8,981,970 | -5.0% | 237,807 | -7.1% | 0.14% | -12.7% |
| Q4 2022 | $9,459,551 | +34.0% | 255,871 | +23.4% | 0.16% | +19.6% |
| Q3 2022 | $7,061,000 | +17.2% | 207,324 | +23.9% | 0.14% | +20.0% |
| Q2 2022 | $6,023,000 | +16.8% | 167,387 | +36.6% | 0.12% | +36.9% |
| Q1 2022 | $5,155,000 | +11.2% | 122,532 | +18.2% | 0.08% | +15.1% |
| Q4 2021 | $4,634,000 | +223.8% | 103,695 | +208.8% | 0.07% | +204.2% |
| Q3 2021 | $1,431,000 | +42.4% | 33,585 | +46.8% | 0.02% | +41.2% |
| Q2 2021 | $1,005,000 | +95.5% | 22,877 | +88.3% | 0.02% | +54.5% |
| Q1 2021 | $514,000 | +127.4% | 12,152 | +92.9% | 0.01% | +120.0% |
| Q4 2020 | $226,000 | -90.6% | 6,299 | -93.0% | 0.01% | -92.8% |
| Q2 2020 | $2,407,000 | – | 90,590 | – | 0.07% | – |
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% |