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 | $5,041,943 | -2.8% | 121,405 | -0.7% | 1.44% | -5.1% |
| Q1 2024 | $5,188,670 | +3.6% | 122,201 | -1.1% | 1.51% | +0.8% |
| Q4 2023 | $5,006,157 | +12.8% | 123,517 | +2.7% | 1.50% | +3.4% |
| Q3 2023 | $4,436,715 | -5.8% | 120,236 | -0.8% | 1.45% | -0.1% |
| Q2 2023 | $4,709,230 | -5.9% | 121,247 | -8.5% | 1.45% | -4.0% |
| Q1 2023 | $5,003,085 | -17.9% | 132,462 | -16.5% | 1.51% | +0.1% |
| Q4 2022 | $6,095,775 | +6.7% | 158,703 | -3.1% | 1.51% | -2.1% |
| Q3 2022 | $5,714,000 | -4.9% | 163,770 | -1.9% | 1.54% | -1.3% |
| Q2 2022 | $6,010,000 | -6.1% | 167,027 | -0.7% | 1.56% | -6.1% |
| Q1 2022 | $6,399,000 | -25.1% | 168,120 | -12.1% | 1.67% | -15.9% |
| Q4 2021 | $8,547,000 | +4.2% | 191,252 | -0.6% | 1.98% | +11.5% |
| Q3 2021 | $8,199,000 | -0.4% | 192,468 | +1.1% | 1.78% | +7.4% |
| Q2 2021 | $8,233,000 | +0.7% | 190,451 | +1.1% | 1.65% | +2.2% |
| Q1 2021 | $8,174,000 | +23.5% | 188,469 | +1.9% | 1.62% | +14.2% |
| Q4 2020 | $6,620,000 | +13.6% | 184,911 | +1.1% | 1.42% | +9.4% |
| Q3 2020 | $5,828,000 | +6.3% | 182,937 | -1.3% | 1.29% | +13.4% |
| Q2 2020 | $5,483,000 | +53.7% | 185,436 | +13.5% | 1.14% | +41.7% |
| Q1 2020 | $3,567,000 | -16.9% | 163,331 | +24.2% | 0.80% | -22.4% |
| Q4 2019 | $4,293,000 | +5.2% | 131,552 | -3.3% | 1.04% | +7.3% |
| Q3 2019 | $4,082,000 | -3.2% | 136,057 | -1.2% | 0.97% | -12.3% |
| Q2 2019 | $4,219,000 | +27.2% | 137,683 | +25.5% | 1.10% | +19.5% |
| Q1 2019 | $3,318,000 | +45.5% | 109,743 | +26.8% | 0.92% | -6.2% |
| Q4 2018 | $2,281,000 | -59.0% | 86,528 | -48.3% | 0.98% | -33.3% |
| Q3 2018 | $5,560,000 | +152.7% | 167,270 | +145.4% | 1.47% | -18.5% |
| Q2 2018 | $2,200,000 | +31.6% | 68,149 | +21.9% | 1.81% | +44.7% |
| Q1 2018 | $1,672,000 | +28.1% | 55,894 | +29.1% | 1.25% | +14.1% |
| Q4 2017 | $1,305,000 | +140.8% | 43,281 | +564.9% | 1.10% | +109400.0% |
| Q2 2017 | $542,000 | – | 6,509 | – | 0.00% | – |
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% |