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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,986,798 | -4.6% | 95,998 | -1.1% | 0.01% | -9.1% |
| Q1 2024 | $4,179,782 | +1.9% | 97,106 | -0.2% | 0.01% | -15.4% |
| Q4 2023 | $4,103,343 | +13.3% | 97,273 | -0.9% | 0.01% | -27.8% |
| Q3 2023 | $3,620,471 | +17.5% | 98,116 | +23.7% | 0.02% | +50.0% |
| Q2 2023 | $3,081,978 | +571.5% | 79,345 | +553.0% | 0.01% | +1100.0% |
| Q1 2023 | $458,937 | +2.2% | 12,151 | +0.0% | 0.00% | -66.7% |
| Q4 2022 | $449,182 | – | 12,150 | – | 0.00% | – |
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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% |