SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 681 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.14 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,129,035 | -21.4% | 27,186 | -18.6% | 0.56% | -21.9% |
| Q1 2024 | $1,437,192 | +11.6% | 33,392 | +9.3% | 0.71% | +6.9% |
| Q4 2023 | $1,288,051 | +20.9% | 30,537 | +5.8% | 0.67% | +18.7% |
| Q3 2023 | $1,065,008 | -30.3% | 28,862 | -26.6% | 0.56% | -31.8% |
| Q2 2023 | $1,527,538 | – | 39,329 | – | 0.82% | – |
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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% |