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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $344 | -100.0% | 8 | -100.0% | 0.00% | -100.0% |
| Q4 2023 | $764,259 | +114.9% | 18,119 | +88.0% | 0.01% | -18.2% |
| Q3 2023 | $355,679 | +55.1% | 9,639 | +63.3% | 0.01% | +37.5% |
| Q2 2023 | $229,272 | +19412.5% | 5,903 | -81.0% | 0.01% | -78.4% |
| Q1 2023 | $1,175 | +2765.9% | 31,126 | +2719.4% | 0.04% | +1750.0% |
| Q4 2022 | $41 | -100.0% | 1,104 | -64.2% | 0.00% | +100.0% |
| Q1 2022 | $130,000 | +35.4% | 3,087 | +42.0% | 0.00% | -50.0% |
| Q2 2021 | $96,000 | +3100.0% | 2,174 | +3463.9% | 0.00% | – |
| Q1 2021 | $3,000 | -97.9% | 61 | -98.5% | 0.00% | -100.0% |
| Q4 2020 | $143,000 | -47.4% | 3,997 | -59.7% | 0.00% | +33.3% |
| Q3 2020 | $272,000 | -54.1% | 9,918 | -55.6% | 0.00% | -87.5% |
| Q2 2020 | $593,000 | -33.7% | 22,342 | -45.4% | 0.02% | -55.6% |
| Q1 2020 | $894,000 | +8.1% | 40,914 | +61.3% | 0.05% | -21.7% |
| Q4 2019 | $827,000 | +24.9% | 25,359 | +14.9% | 0.07% | +53.3% |
| Q3 2019 | $662,000 | -41.6% | 22,062 | -40.4% | 0.04% | -40.8% |
| Q2 2019 | $1,134,000 | +35.0% | 37,020 | +33.2% | 0.08% | +49.0% |
| Q1 2019 | $840,000 | +566.7% | 27,801 | +479.8% | 0.05% | +466.7% |
| Q4 2018 | $126,000 | -85.9% | 4,795 | -82.2% | 0.01% | -86.4% |
| Q3 2018 | $894,000 | +39.9% | 26,907 | +36.0% | 0.07% | +83.3% |
| Q2 2018 | $639,000 | -11.5% | 19,782 | -18.0% | 0.04% | -41.9% |
| Q1 2018 | $722,000 | +36000.0% | 24,137 | +100470.8% | 0.06% | – |
| Q3 2015 | $2,000 | -33.3% | 24 | -47.8% | 0.00% | – |
| Q1 2014 | $3,000 | – | 46 | – | 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% |