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 | $1,800,242 | -3.7% | 43,348 | -0.2% | 0.51% | -5.9% |
| Q1 2024 | $1,868,840 | +1.2% | 43,421 | -0.8% | 0.54% | -8.9% |
| Q4 2023 | $1,847,147 | +14.3% | 43,792 | 0.0% | 0.60% | +3.5% |
| Q3 2023 | $1,615,925 | -5.5% | 43,792 | -0.5% | 0.58% | -3.7% |
| Q2 2023 | $1,710,086 | -14.7% | 44,029 | -17.0% | 0.60% | -15.4% |
| Q1 2023 | $2,004,152 | +0.6% | 53,062 | -1.6% | 0.71% | +0.9% |
| Q4 2022 | $1,993,053 | +11.5% | 53,910 | +2.7% | 0.70% | +2.5% |
| Q3 2022 | $1,788,000 | +14.0% | 52,505 | +20.5% | 0.68% | +27.4% |
| Q2 2022 | $1,568,000 | -0.3% | 43,586 | +16.5% | 0.54% | +20.7% |
| Q1 2022 | $1,573,000 | +18.4% | 37,403 | +25.8% | 0.44% | +21.3% |
| Q4 2021 | $1,328,000 | +10.3% | 29,734 | +5.2% | 0.37% | +4.6% |
| Q3 2021 | $1,204,000 | -0.9% | 28,256 | +2.1% | 0.35% | -0.8% |
| Q2 2021 | $1,215,000 | +3.9% | 27,666 | 0.0% | 0.35% | +9.3% |
| Q1 2021 | $1,169,000 | +18.1% | 27,666 | -0.0% | 0.32% | +9.1% |
| Q4 2020 | $990,000 | +36.6% | 27,667 | +4.4% | 0.30% | +22.8% |
| Q3 2020 | $725,000 | +3.1% | 26,489 | 0.0% | 0.24% | -2.8% |
| Q2 2020 | $703,000 | +21.6% | 26,489 | 0.0% | 0.25% | +2.9% |
| Q1 2020 | $578,000 | – | 26,489 | – | 0.24% | – |
Download | ||||||
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% |