SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 347 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 3.39 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $245,385 | -11.8% | 5,909 | -8.6% | 0.04% | -14.0% |
| Q1 2024 | $278,300 | -1.9% | 6,466 | -3.8% | 0.04% | -12.2% |
| Q4 2023 | $283,565 | -6.2% | 6,723 | -18.0% | 0.05% | -23.4% |
| Q3 2023 | $302,396 | -7.6% | 8,195 | -2.8% | 0.06% | -4.5% |
| Q2 2023 | $327,344 | -15.1% | 8,428 | -17.5% | 0.07% | -18.3% |
| Q1 2023 | $385,764 | -19.1% | 10,214 | -20.8% | 0.08% | -24.8% |
| Q4 2022 | $476,673 | -27.8% | 12,894 | -33.5% | 0.11% | -39.8% |
| Q3 2022 | $660,000 | -22.6% | 19,388 | -18.2% | 0.18% | -21.0% |
| Q2 2022 | $853,000 | +19.3% | 23,697 | +39.4% | 0.23% | -29.5% |
| Q1 2022 | $715,000 | -39.3% | 16,999 | -35.5% | 0.32% | -2.1% |
| Q4 2021 | $1,178,000 | -12.7% | 26,360 | -16.7% | 0.33% | -26.9% |
| Q3 2021 | $1,349,000 | -5.4% | 31,660 | -2.5% | 0.45% | -12.4% |
| Q2 2021 | $1,426,000 | +3.6% | 32,459 | -0.3% | 0.52% | -12.8% |
| Q1 2021 | $1,376,000 | -13.1% | 32,559 | -26.4% | 0.59% | -16.8% |
| Q4 2020 | $1,584,000 | +17.3% | 44,251 | -10.3% | 0.71% | +2.3% |
| Q3 2020 | $1,350,000 | -4.1% | 49,316 | -6.9% | 0.70% | -9.9% |
| Q2 2020 | $1,408,000 | +17.7% | 52,993 | -3.3% | 0.78% | -0.6% |
| Q1 2020 | $1,196,000 | -7.1% | 54,775 | +38.8% | 0.78% | +17.3% |
| Q4 2019 | $1,288,000 | +11.0% | 39,459 | +2.0% | 0.66% | +5.9% |
| Q3 2019 | $1,160,000 | +1.4% | 38,681 | +3.6% | 0.63% | +0.8% |
| Q2 2019 | $1,144,000 | -1.7% | 37,351 | -3.0% | 0.62% | -3.7% |
| Q1 2019 | $1,164,000 | +18.8% | 38,504 | +3.6% | 0.65% | +5.5% |
| Q4 2018 | $980,000 | +30.8% | 37,160 | +64.8% | 0.61% | +47.0% |
| Q3 2018 | $749,000 | -10.8% | 22,547 | -13.4% | 0.42% | -14.5% |
| Q2 2018 | $840,000 | +10.7% | 26,026 | +2.6% | 0.49% | +8.2% |
| Q1 2018 | $759,000 | – | 25,371 | – | 0.45% | – |
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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% |