SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 472 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $493,813 | -11.4% | 11,891 | -8.2% | 0.26% | -13.9% |
| Q1 2024 | $557,524 | -19.2% | 12,954 | -20.8% | 0.30% | -23.5% |
| Q4 2023 | $689,624 | +9.1% | 16,350 | -4.6% | 0.40% | -0.3% |
| Q3 2023 | $632,205 | -6.2% | 17,133 | -1.2% | 0.40% | -5.0% |
| Q2 2023 | $673,740 | -18.3% | 17,347 | -20.5% | 0.42% | -21.6% |
| Q1 2023 | $824,212 | +1.8% | 21,822 | -0.4% | 0.53% | -12.0% |
| Q4 2022 | $809,953 | +2.7% | 21,908 | -5.4% | 0.61% | -5.9% |
| Q3 2022 | $789,000 | -7.1% | 23,161 | -1.8% | 0.64% | -2.7% |
| Q2 2022 | $849,000 | -18.5% | 23,589 | -4.8% | 0.66% | -3.5% |
| Q1 2022 | $1,042,000 | -7.4% | 24,771 | -1.6% | 0.69% | -5.1% |
| Q4 2021 | $1,125,000 | +1.9% | 25,175 | -2.9% | 0.72% | +0.4% |
| Q3 2021 | $1,104,000 | -7.5% | 25,927 | -4.5% | 0.72% | -11.5% |
| Q2 2021 | $1,193,000 | -2.1% | 27,159 | -5.8% | 0.81% | -0.9% |
| Q1 2021 | $1,218,000 | +13.1% | 28,821 | -4.2% | 0.82% | +6.6% |
| Q4 2020 | $1,077,000 | +29.3% | 30,071 | -1.1% | 0.77% | +16.5% |
| Q3 2020 | $833,000 | -4.3% | 30,409 | -7.1% | 0.66% | -5.2% |
| Q2 2020 | $870,000 | +59.0% | 32,743 | +30.8% | 0.70% | +44.9% |
| Q1 2020 | $547,000 | – | 25,027 | – | 0.48% | – |
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% |