SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 429 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $15,608,772 | -1.1% | 375,843 | +2.5% | 8.31% | -3.9% |
| Q1 2024 | $15,784,873 | +34.3% | 366,749 | +31.6% | 8.65% | +28.3% |
| Q4 2023 | $11,757,000 | +13.6% | 278,734 | -0.6% | 6.74% | +5.5% |
| Q3 2023 | $10,352,420 | -1.7% | 280,553 | +3.5% | 6.39% | +0.5% |
| Q2 2023 | $10,527,964 | -44.4% | 271,060 | -45.9% | 6.36% | -45.4% |
| Q1 2023 | $18,936,171 | +8.7% | 501,355 | +6.4% | 11.66% | -0.2% |
| Q4 2022 | $17,418,083 | +4.1% | 471,141 | -4.1% | 11.68% | -2.3% |
| Q3 2022 | $16,727,000 | -0.6% | 491,095 | +5.0% | 11.96% | +5.0% |
| Q2 2022 | $16,830,000 | -13.7% | 467,765 | +0.9% | 11.39% | -1.9% |
| Q1 2022 | $19,497,000 | -3.3% | 463,431 | +2.7% | 11.61% | +0.9% |
| Q4 2021 | $20,157,000 | +4.5% | 451,031 | -1.0% | 11.50% | -0.7% |
| Q3 2021 | $19,285,000 | -11.4% | 455,491 | -11.9% | 11.58% | -12.4% |
| Q2 2021 | $21,774,000 | +26.2% | 516,957 | +26.7% | 13.22% | +18.5% |
| Q1 2021 | $17,248,000 | +227.8% | 408,041 | +177.7% | 11.16% | +213.1% |
| Q4 2020 | $5,261,000 | +38.6% | 146,921 | +5.7% | 3.57% | +26.5% |
| Q3 2020 | $3,796,000 | – | 138,971 | – | 2.82% | – |
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% |