SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 207 filers reported holding SPDR SER TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $886,089 | -2.5% | 21,336 | +1.0% | 0.05% | -10.5% |
| Q1 2024 | $908,842 | -1.5% | 21,116 | -3.4% | 0.06% | -10.9% |
| Q4 2023 | $922,478 | +13.3% | 21,870 | -0.8% | 0.06% | -3.0% |
| Q3 2023 | $813,871 | -4.7% | 22,056 | +0.3% | 0.07% | -2.9% |
| Q2 2023 | $854,312 | -39.6% | 21,996 | -41.3% | 0.07% | -45.6% |
| Q1 2023 | $1,414,376 | -1.8% | 37,447 | -3.9% | 0.12% | -11.3% |
| Q4 2022 | $1,440,299 | -29.3% | 38,959 | -33.3% | 0.14% | -17.5% |
| Q3 2022 | $2,036,000 | -2.4% | 58,376 | +0.6% | 0.17% | -23.3% |
| Q2 2022 | $2,087,000 | -28.6% | 58,015 | -11.4% | 0.22% | -21.8% |
| Q1 2022 | $2,924,000 | +5.5% | 65,459 | +5.5% | 0.28% | +27.2% |
| Q4 2021 | $2,772,000 | -0.2% | 62,029 | -4.9% | 0.22% | -8.6% |
| Q3 2021 | $2,778,000 | -3.5% | 65,219 | -0.4% | 0.24% | -8.6% |
| Q2 2021 | $2,878,000 | +3.8% | 65,513 | -0.1% | 0.27% | -5.0% |
| Q1 2021 | $2,773,000 | +19.1% | 65,602 | +0.8% | 0.28% | +11.0% |
| Q4 2020 | $2,329,000 | +27.6% | 65,080 | -2.4% | 0.25% | +7.6% |
| Q3 2020 | $1,825,000 | +1.3% | 66,661 | -1.7% | 0.24% | -4.8% |
| Q2 2020 | $1,802,000 | +54.1% | 67,839 | +26.6% | 0.25% | +17.5% |
| Q1 2020 | $1,169,000 | -16.0% | 53,565 | +25.6% | 0.21% | +3.4% |
| Q4 2019 | $1,391,000 | +23.2% | 42,638 | +13.3% | 0.20% | +9.7% |
| Q3 2019 | $1,129,000 | +22.1% | 37,649 | +24.7% | 0.19% | +19.2% |
| Q2 2019 | $925,000 | +85.4% | 30,196 | +82.9% | 0.16% | +79.3% |
| Q1 2019 | $499,000 | +54.5% | 16,507 | +34.6% | 0.09% | +29.9% |
| Q4 2018 | $323,000 | -1.5% | 12,262 | +24.2% | 0.07% | +13.6% |
| Q3 2018 | $328,000 | – | 9,869 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Peterson Wealth Advisors, LLC | 240,519 | $7,764,000 | 6.29% |
| McNamara Financial Services, Inc. | 351,370 | $11,342,000 | 4.99% |
| Astor Investment Management LLC | 751,488 | $24,258,000 | 4.11% |
| Larson Financial Group LLC | 98,500 | $3,180,000 | 3.66% |
| Barber Financial Group, Inc. | 354,436 | $11,441,000 | 3.32% |
| Winch Advisory Services, LLC | 185,819 | $5,998,000 | 3.23% |
| Annex Advisory Services, LLC | 474,395 | $15,313,000 | 2.61% |
| Financial Enhancement Group LLC | 220,001 | $7,102,000 | 2.45% |
| Allworth Financial LP | 1,234,669 | $39,855,000 | 1.91% |
| Pinnacle Wealth Planning Services, Inc. | 58,281 | $1,881,000 | 1.83% |