SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 213 filers reported holding SPDR SER TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $533,946 | +16.3% | 11,743 | +10.1% | 0.02% | +6.7% |
| Q1 2024 | $458,999 | +1.4% | 10,664 | -0.6% | 0.02% | -6.2% |
| Q4 2023 | $452,455 | +19.8% | 10,727 | +4.8% | 0.02% | +6.7% |
| Q3 2023 | $377,571 | -12.8% | 10,232 | -8.2% | 0.02% | -6.2% |
| Q2 2023 | $433,110 | +62.8% | 11,151 | +43.0% | 0.02% | +14.3% |
| Q3 2022 | $266,000 | -8.3% | 7,797 | -3.4% | 0.01% | -26.3% |
| Q2 2022 | $290,000 | -12.9% | 8,069 | +2.0% | 0.02% | 0.0% |
| Q1 2022 | $333,000 | -12.8% | 7,911 | -7.5% | 0.02% | -5.0% |
| Q4 2021 | $382,000 | -5.9% | 8,557 | -10.2% | 0.02% | -16.7% |
| Q3 2021 | $406,000 | +19.8% | 9,531 | +23.4% | 0.02% | +20.0% |
| Q2 2021 | $339,000 | +52.0% | 7,721 | +46.1% | 0.02% | +33.3% |
| Q1 2021 | $223,000 | -71.2% | 5,285 | -79.1% | 0.02% | -85.1% |
| Q2 2019 | $774,000 | +4.2% | 25,257 | +2.7% | 0.10% | -8.2% |
| Q1 2019 | $743,000 | -68.8% | 24,588 | -72.8% | 0.11% | -76.5% |
| Q4 2018 | $2,380,000 | – | 90,294 | – | 0.47% | – |
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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% |