SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 660 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,663 | -99.9% | 64,539 | -16.9% | 0.22% | -29.1% |
| Q1 2024 | $3,344,231 | +7.7% | 77,701 | +5.6% | 0.31% | +30.4% |
| Q4 2023 | $3,104,089 | +104980.9% | 73,591 | -3.2% | 0.24% | -9.2% |
| Q2 2023 | $2,954 | -59.2% | 76,048 | -60.4% | 0.26% | -55.8% |
| Q1 2023 | $7,246 | -100.0% | 191,842 | +10.0% | 0.59% | +4.6% |
| Q4 2022 | $6,445,087,040 | +113750.7% | 174,333 | +4.9% | 0.56% | +1.8% |
| Q3 2022 | $5,661,000 | -8.0% | 166,212 | -2.8% | 0.55% | -10.9% |
| Q2 2022 | $6,154,000 | -23.2% | 171,025 | -10.2% | 0.62% | -7.3% |
| Q1 2022 | $8,013,000 | +9.2% | 190,469 | +17.3% | 0.67% | +7.2% |
| Q4 2021 | $7,337,000 | +24.2% | 162,389 | +17.1% | 0.63% | -3.8% |
| Q3 2021 | $5,909,000 | +46.2% | 138,678 | +50.6% | 0.65% | +14.8% |
| Q2 2021 | $4,041,000 | +11.2% | 92,112 | +7.1% | 0.57% | +21.9% |
| Q1 2021 | $3,635,000 | +31.0% | 85,989 | +10.9% | 0.46% | +18.3% |
| Q4 2020 | $2,775,000 | +39.2% | 77,526 | +9.1% | 0.39% | +31.0% |
| Q3 2020 | $1,994,000 | -21.7% | 71,092 | -25.9% | 0.30% | -32.0% |
| Q2 2020 | $2,548,000 | +365.8% | 95,899 | +282.6% | 0.44% | +308.3% |
| Q1 2020 | $547,000 | -73.8% | 25,068 | -60.8% | 0.11% | -70.2% |
| Q4 2019 | $2,089,000 | +12.2% | 64,025 | +3.2% | 0.36% | +2.0% |
| Q3 2019 | $1,862,000 | -2.1% | 62,059 | +0.0% | 0.36% | -3.5% |
| Q2 2019 | $1,901,000 | +1.5% | 62,035 | +0.1% | 0.37% | -5.6% |
| Q1 2019 | $1,873,000 | -66.9% | 61,955 | -71.1% | 0.39% | -71.5% |
| Q4 2018 | $5,652,000 | -26.9% | 214,430 | -7.8% | 1.37% | -19.9% |
| Q3 2018 | $7,728,000 | +7.7% | 232,488 | +4.6% | 1.72% | +0.3% |
| Q2 2018 | $7,174,000 | +2508.7% | 222,249 | +2318.1% | 1.71% | +1779.1% |
| Q1 2018 | $275,000 | – | 9,191 | – | 0.09% | – |
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% |