SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 416 filers reported holding SPDR SER TR in Q4 2021. The put-call ratio across all filers is 0.51 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,615 | -99.9% | 70,743 | +17.1% | 0.08% | +16.7% |
| Q3 2022 | $2,058,000 | -30.0% | 60,411 | -26.1% | 0.07% | -26.5% |
| Q2 2022 | $2,942,000 | -7.0% | 81,778 | +8.8% | 0.10% | +3.2% |
| Q1 2022 | $3,163,000 | -20.1% | 75,190 | -15.2% | 0.10% | -18.1% |
| Q4 2021 | $3,960,000 | +5.4% | 88,616 | +0.5% | 0.12% | -2.5% |
| Q3 2021 | $3,758,000 | -3.6% | 88,212 | -0.6% | 0.12% | -6.3% |
| Q2 2021 | $3,899,000 | +2.5% | 88,723 | -1.4% | 0.13% | -5.9% |
| Q1 2021 | $3,804,000 | +1.6% | 89,989 | -14.0% | 0.14% | -6.9% |
| Q4 2020 | $3,744,000 | +25.5% | 104,589 | -4.0% | 0.14% | +8.2% |
| Q3 2020 | $2,983,000 | -17.7% | 108,935 | -20.1% | 0.13% | -23.0% |
| Q2 2020 | $3,624,000 | – | 136,405 | – | 0.17% | – |
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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% |