SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 435 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $319,549 | -4.0% | 7,694 | -2.4% | 0.04% | -14.0% |
| Q4 2023 | $332,691 | +639.3% | 7,887 | +686.3% | 0.05% | +614.3% |
| Q4 2021 | $45,000 | -61.2% | 1,003 | -71.4% | 0.01% | -65.0% |
| Q3 2018 | $116,000 | -22.1% | 3,503 | -24.0% | 0.02% | -23.1% |
| Q2 2018 | $149,000 | +21.1% | 4,612 | +12.6% | 0.03% | +18.2% |
| Q1 2018 | $123,000 | – | 4,097 | – | 0.02% | – |
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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% |