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 | $598,997 | -2.0% | 14,423 | +1.6% | 0.10% | -4.7% |
| Q1 2024 | $611,049 | +2.4% | 14,197 | +0.4% | 0.11% | -5.3% |
| Q4 2023 | $596,731 | +23.6% | 14,147 | +8.1% | 0.11% | +11.9% |
| Q3 2023 | $482,899 | -3.7% | 13,087 | +1.4% | 0.10% | -1.0% |
| Q2 2023 | $501,218 | -7.4% | 12,905 | -10.0% | 0.10% | -11.3% |
| Q1 2023 | $541,308 | -15.6% | 14,332 | -17.4% | 0.12% | -24.3% |
| Q4 2022 | $641,085 | +41.2% | 17,341 | +30.1% | 0.15% | +24.6% |
| Q3 2022 | $454,000 | +12.9% | 13,334 | +19.3% | 0.12% | +15.1% |
| Q2 2022 | $402,000 | -14.8% | 11,181 | -0.3% | 0.11% | +5.0% |
| Q1 2022 | $472,000 | – | 11,211 | – | 0.10% | – |
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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% |