SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 429 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $18,702,797 | -70.7% | 450,358 | -69.7% | 0.04% | -72.7% |
| Q1 2024 | $63,878,681 | +0.8% | 1,484,170 | -1.2% | 0.13% | -12.0% |
| Q4 2023 | $63,366,916 | +18.8% | 1,502,298 | +3.9% | 0.15% | +4.9% |
| Q3 2023 | $53,352,088 | -2.4% | 1,445,867 | +2.7% | 0.14% | -2.1% |
| Q2 2023 | $54,658,758 | +578544.5% | 1,407,275 | +462.7% | 0.15% | +440.7% |
| Q1 2023 | $9,446 | +2.1% | 250,097 | -0.1% | 0.03% | -10.0% |
| Q4 2022 | $9,253 | -99.8% | 250,289 | +97.6% | 0.03% | +76.5% |
| Q3 2022 | $4,313,000 | -6.2% | 126,653 | -0.9% | 0.02% | -10.5% |
| Q2 2022 | $4,599,000 | -22.0% | 127,799 | -8.8% | 0.02% | -13.6% |
| Q1 2022 | $5,898,000 | +365.5% | 140,204 | +394.5% | 0.02% | +340.0% |
| Q4 2021 | $1,267,000 | +46.0% | 28,355 | +39.2% | 0.01% | 0.0% |
| Q3 2021 | $868,000 | +0.1% | 20,372 | +3.3% | 0.01% | 0.0% |
| Q2 2021 | $867,000 | +61.5% | 19,730 | +55.4% | 0.01% | +25.0% |
| Q1 2021 | $537,000 | +136.6% | 12,698 | +71.8% | 0.00% | +33.3% |
| Q2 2019 | $227,000 | – | 7,393 | – | 0.00% | – |
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% |