SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 356 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 1.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $16,991 | +217.3% | 437 | +207.7% | 0.00% | +200.0% |
| Q1 2023 | $5,355 | -65.3% | 142 | -65.9% | 0.00% | -66.7% |
| Q4 2022 | $15,428 | +10.2% | 417 | +0.2% | 0.00% | 0.0% |
| Q3 2022 | $14,000 | -6.7% | 416 | +0.5% | 0.00% | 0.0% |
| Q2 2022 | $15,000 | +114.3% | 414 | +154.0% | 0.00% | +200.0% |
| Q1 2022 | $7,000 | 0.0% | 163 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $7,000 | 0.0% | 163 | +0.6% | 0.00% | 0.0% |
| Q3 2021 | $7,000 | 0.0% | 162 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $7,000 | +250.0% | 162 | +211.5% | 0.00% | – |
| Q1 2021 | $2,000 | 0.0% | 52 | 0.0% | 0.00% | -100.0% |
| Q4 2020 | $2,000 | – | 52 | – | 0.00% | – |
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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% |