SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 208 filers reported holding SPDR SER TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $615,257 | -6.8% | 14,815 | -3.4% | 0.01% | 0.0% |
| Q1 2024 | $659,817 | -4.5% | 15,330 | -6.4% | 0.01% | -16.7% |
| Q4 2023 | $690,796 | -37.7% | 16,377 | -45.5% | 0.01% | -14.3% |
| Q3 2023 | $1,108,889 | -8.0% | 30,051 | -3.1% | 0.01% | 0.0% |
| Q2 2023 | $1,204,904 | +23.0% | 31,022 | +19.6% | 0.01% | +40.0% |
| Q1 2023 | $979,882 | +14.1% | 25,943 | +11.6% | 0.01% | 0.0% |
| Q4 2022 | $859,093 | +4.4% | 23,238 | -3.8% | 0.01% | 0.0% |
| Q3 2022 | $823,000 | -7.6% | 24,162 | -2.4% | 0.01% | 0.0% |
| Q2 2022 | $891,000 | -16.6% | 24,762 | -2.4% | 0.01% | 0.0% |
| Q1 2022 | $1,068,000 | -8.7% | 25,375 | -3.1% | 0.01% | 0.0% |
| Q4 2021 | $1,170,000 | +1.1% | 26,191 | -3.6% | 0.01% | -16.7% |
| Q3 2021 | $1,157,000 | -4.5% | 27,163 | -1.5% | 0.01% | 0.0% |
| Q2 2021 | $1,212,000 | +0.9% | 27,574 | -2.9% | 0.01% | -14.3% |
| Q1 2021 | $1,201,000 | -17.1% | 28,402 | -29.8% | 0.01% | -22.2% |
| Q4 2020 | $1,449,000 | +24.1% | 40,482 | -5.1% | 0.01% | +12.5% |
| Q3 2020 | $1,168,000 | -9.9% | 42,668 | -12.6% | 0.01% | -11.1% |
| Q2 2020 | $1,296,000 | +27.1% | 48,795 | +4.5% | 0.01% | +12.5% |
| Q1 2020 | $1,020,000 | +2.2% | 46,706 | +52.8% | 0.01% | +33.3% |
| Q4 2019 | $998,000 | +5.3% | 30,574 | -3.2% | 0.01% | -14.3% |
| Q3 2019 | $948,000 | -3.4% | 31,587 | -1.3% | 0.01% | +16.7% |
| Q2 2019 | $981,000 | +203.7% | 32,012 | +199.4% | 0.01% | +200.0% |
| Q1 2019 | $323,000 | -36.8% | 10,692 | -44.8% | 0.00% | -50.0% |
| Q4 2018 | $511,000 | – | 19,372 | – | 0.00% | – |
Download | ||||||
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% |