SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 757 filers reported holding SPDR SER TR in Q1 2024. The put-call ratio across all filers is 0.03 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,897,664 | +8.9% | 117,931 | +12.8% | 0.38% | +3.6% |
| Q1 2024 | $4,498,620 | +4.5% | 104,522 | +2.4% | 0.36% | -1.6% |
| Q4 2023 | $4,303,978 | +64.0% | 102,038 | +43.5% | 0.37% | +49.2% |
| Q3 2023 | $2,624,054 | -7.0% | 71,112 | -2.1% | 0.25% | -1.6% |
| Q2 2023 | $2,820,488 | +19.0% | 72,618 | +15.8% | 0.25% | +8.2% |
| Q1 2023 | $2,369,538 | +20.7% | 62,736 | +8.8% | 0.23% | +6.4% |
| Q3 2022 | $1,963,000 | -5.4% | 57,646 | -0.0% | 0.22% | -4.8% |
| Q2 2022 | $2,075,000 | -14.8% | 57,670 | -0.4% | 0.23% | -3.0% |
| Q1 2022 | $2,435,000 | -51.4% | 57,877 | -48.5% | 0.24% | -50.4% |
| Q4 2021 | $5,014,000 | +9.1% | 112,476 | +4.2% | 0.48% | -2.2% |
| Q3 2021 | $4,597,000 | -2.1% | 107,921 | +1.0% | 0.49% | -1.0% |
| Q2 2021 | $4,697,000 | +51.8% | 106,899 | +46.1% | 0.49% | +35.0% |
| Q1 2021 | $3,094,000 | -83.5% | 73,193 | -88.0% | 0.37% | +73.5% |
| Q2 2018 | $18,709,000 | +7068.2% | 607,504 | +6751.3% | 0.21% | +322.0% |
| Q1 2018 | $261,000 | – | 8,867 | – | 0.05% | – |
Download | ||||||
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% |