SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 213 filers reported holding SPDR SER TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $5,813,484 | +23.2% | 137,826 | +7.8% | 0.08% | +9.5% |
| Q3 2023 | $4,717,179 | +22.0% | 127,837 | +28.4% | 0.07% | +21.3% |
| Q2 2023 | $3,867,087 | +1292.0% | 99,565 | +1253.7% | 0.06% | +1120.0% |
| Q1 2023 | $277,798 | +38.4% | 7,355 | +35.5% | 0.01% | +25.0% |
| Q4 2022 | $200,673 | -50.5% | 5,428 | -58.9% | 0.00% | -77.8% |
| Q2 2019 | $405,000 | +1.8% | 13,208 | +1.3% | 0.02% | -10.0% |
| Q1 2019 | $398,000 | +18.1% | 13,041 | +3.3% | 0.02% | 0.0% |
| Q4 2018 | $337,000 | +19.9% | 12,625 | +47.6% | 0.02% | +42.9% |
| Q3 2018 | $281,000 | -30.1% | 8,551 | -35.8% | 0.01% | -41.7% |
| Q1 2018 | $402,000 | +7.8% | 13,318 | +7.7% | 0.02% | +4.3% |
| Q4 2017 | $373,000 | – | 12,363 | – | 0.02% | – |
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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% |