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 | $1,810,999 | -11.2% | 43,607 | -7.9% | 0.52% | -13.5% |
| Q1 2024 | $2,038,460 | -4.9% | 47,362 | -6.8% | 0.60% | -10.6% |
| Q4 2023 | $2,144,558 | +10.6% | 50,843 | +1.9% | 0.67% | +6.2% |
| Q2 2023 | $1,938,155 | +5.1% | 49,901 | +2.2% | 0.63% | +0.6% |
| Q1 2023 | $1,844,158 | +1.5% | 48,826 | -0.6% | 0.63% | -5.7% |
| Q4 2022 | $1,816,447 | +6.1% | 49,133 | -2.3% | 0.66% | -0.2% |
| Q3 2022 | $1,712,000 | -1.4% | 50,276 | +4.2% | 0.66% | +3.7% |
| Q2 2022 | $1,736,000 | -14.1% | 48,250 | +0.4% | 0.64% | -2.6% |
| Q1 2022 | $2,022,000 | -8.3% | 48,055 | -2.7% | 0.66% | -3.8% |
| Q4 2021 | $2,206,000 | +8.8% | 49,373 | +3.7% | 0.68% | +4.0% |
| Q3 2021 | $2,027,000 | -1.0% | 47,593 | +2.2% | 0.66% | -3.2% |
| Q2 2021 | $2,047,000 | +1.2% | 46,583 | -2.6% | 0.68% | -10.9% |
| Q1 2021 | $2,022,000 | +11.3% | 47,839 | -5.7% | 0.76% | +6.7% |
| Q4 2020 | $1,816,000 | +27.3% | 50,739 | -2.6% | 0.72% | +16.8% |
| Q3 2020 | $1,426,000 | -9.4% | 52,069 | -12.1% | 0.61% | -14.9% |
| Q2 2020 | $1,574,000 | +61.9% | 59,239 | +33.1% | 0.72% | +38.8% |
| Q1 2020 | $972,000 | -33.9% | 44,507 | -1.2% | 0.52% | -21.0% |
| Q4 2019 | $1,470,000 | +10.9% | 45,057 | +2.0% | 0.66% | +3.0% |
| Q3 2019 | $1,325,000 | +4.2% | 44,158 | +6.3% | 0.64% | +2.2% |
| Q2 2019 | $1,272,000 | -3.0% | 41,526 | -4.2% | 0.62% | -10.4% |
| Q1 2019 | $1,311,000 | +23.6% | 43,364 | +7.7% | 0.70% | +9.8% |
| Q4 2018 | $1,061,000 | -22.2% | 40,257 | -1.8% | 0.63% | -14.9% |
| Q3 2018 | $1,363,000 | +2.5% | 41,005 | -0.5% | 0.74% | -3.4% |
| Q2 2018 | $1,330,000 | +10.6% | 41,196 | +2.4% | 0.77% | +36.5% |
| Q1 2018 | $1,203,000 | -1.5% | 40,220 | -0.7% | 0.56% | -6.8% |
| Q4 2017 | $1,221,000 | – | 40,516 | – | 0.60% | – |
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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% |