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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $6,810,698 | +22.6% | 166,847 | +6.4% | 0.53% | +2.7% |
| Q3 2023 | $5,556,035 | +669.8% | 156,862 | +783.2% | 0.52% | +695.4% |
| Q2 2023 | $721,769 | +15.1% | 17,760 | +6.9% | 0.06% | -3.0% |
| Q1 2023 | $627,329 | +6.1% | 16,609 | +9.1% | 0.07% | -30.9% |
| Q4 2022 | $591,166 | +124.8% | 15,221 | +149.4% | 0.10% | -13.4% |
| Q1 2021 | $263,000 | +6.5% | 6,104 | -5.9% | 0.11% | -1.8% |
| Q4 2020 | $247,000 | +2.1% | 6,486 | -11.6% | 0.11% | -27.8% |
| Q4 2019 | $242,000 | – | 7,341 | – | 0.16% | – |
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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% |