SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 187 filers reported holding SPDR SER TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $7,175,987 | -7.3% | 172,790 | -4.0% | 0.25% | -8.0% |
| Q1 2024 | $7,743,497 | -23.9% | 179,914 | -25.4% | 0.28% | -35.3% |
| Q4 2023 | $10,177,891 | -29.6% | 241,296 | -38.4% | 0.42% | -51.4% |
| Q3 2023 | $14,452,593 | -19.9% | 391,669 | -15.7% | 0.87% | -12.7% |
| Q2 2023 | $18,042,852 | -7.0% | 464,543 | -9.6% | 1.00% | -3.8% |
| Q1 2023 | $19,403,296 | -0.3% | 513,722 | -2.4% | 1.04% | -5.2% |
| Q4 2022 | $19,466,567 | -56.9% | 526,550 | -60.3% | 1.10% | -64.0% |
| Q3 2022 | $45,154,000 | -9.8% | 1,325,705 | -4.7% | 3.04% | -15.8% |
| Q2 2022 | $50,073,000 | -15.5% | 1,391,688 | -1.2% | 3.62% | -16.6% |
| Q1 2022 | $59,283,000 | -7.7% | 1,409,144 | -1.9% | 4.34% | -1.4% |
| Q4 2021 | $64,200,000 | +2.7% | 1,436,560 | -2.1% | 4.40% | -13.9% |
| Q3 2021 | $62,496,000 | -7.1% | 1,467,091 | -4.2% | 5.11% | -6.3% |
| Q2 2021 | $67,283,000 | -2.8% | 1,531,291 | -6.5% | 5.45% | -18.2% |
| Q1 2021 | $69,252,000 | +12.4% | 1,638,327 | -4.8% | 6.67% | +10.5% |
| Q4 2020 | $61,590,000 | +27.4% | 1,720,384 | -2.6% | 6.03% | -2.1% |
| Q3 2020 | $48,339,000 | +5.2% | 1,765,469 | +2.1% | 6.16% | -3.8% |
| Q2 2020 | $45,937,000 | +33.3% | 1,728,904 | +9.6% | 6.40% | +31.2% |
| Q1 2020 | $34,465,000 | -17.1% | 1,578,046 | +23.9% | 4.88% | -3.1% |
| Q4 2019 | $41,567,000 | +16.2% | 1,273,885 | +6.8% | 5.04% | +4.8% |
| Q3 2019 | $35,785,000 | +11.1% | 1,192,851 | +13.4% | 4.81% | +6.0% |
| Q2 2019 | $32,221,000 | +14.7% | 1,051,588 | +13.2% | 4.54% | +7.8% |
| Q1 2019 | $28,081,000 | +41.3% | 928,928 | +23.2% | 4.21% | +34.3% |
| Q4 2018 | $19,871,000 | +0.9% | 753,822 | +27.3% | 3.13% | +3.0% |
| Q3 2018 | $19,685,000 | +28.6% | 592,215 | +24.8% | 3.04% | +16.6% |
| Q2 2018 | $15,313,000 | +58.4% | 474,395 | +46.9% | 2.61% | +48.5% |
| Q1 2018 | $9,665,000 | – | 323,015 | – | 1.76% | – |
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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% |