SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 249 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 1.46 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $8,209,246 | +1.2% | 197,670 | +4.8% | 0.72% | -1.9% |
Q1 2024 | $8,114,452 | +3.9% | 188,533 | +1.8% | 0.74% | -4.7% |
Q4 2023 | $7,810,334 | +21.5% | 185,167 | +6.3% | 0.77% | +9.3% |
Q3 2023 | $6,426,800 | -3.5% | 174,168 | +1.6% | 0.71% | -1.7% |
Q2 2023 | $6,657,568 | +8.4% | 171,410 | +5.4% | 0.72% | +2.6% |
Q1 2023 | $6,141,640 | +7.6% | 162,606 | +5.3% | 0.70% | -0.8% |
Q4 2022 | $5,706,810 | +15.7% | 154,363 | +6.6% | 0.71% | +3.8% |
Q3 2022 | $4,933,000 | +4.0% | 144,849 | +9.9% | 0.68% | +0.7% |
Q2 2022 | $4,744,000 | -4.3% | 131,860 | +3.1% | 0.68% | -0.6% |
Q1 2022 | $4,959,000 | -10.4% | 127,834 | +3.2% | 0.68% | -7.2% |
Q4 2021 | $5,536,000 | +3.1% | 123,882 | -1.8% | 0.73% | -7.1% |
Q3 2021 | $5,371,000 | -0.5% | 126,089 | +0.2% | 0.79% | -5.3% |
Q2 2021 | $5,399,000 | -10.2% | 125,890 | -11.5% | 0.83% | -10.5% |
Q1 2021 | $6,010,000 | +4.4% | 142,193 | -2.7% | 0.93% | -1.6% |
Q4 2020 | $5,754,000 | +43.9% | 146,203 | +0.1% | 0.95% | +20.0% |
Q3 2020 | $3,998,000 | +0.7% | 146,039 | +3.2% | 0.79% | -3.7% |
Q2 2020 | $3,969,000 | +48.2% | 141,508 | +15.4% | 0.82% | +20.1% |
Q1 2020 | $2,678,000 | +10.8% | 122,649 | +65.6% | 0.68% | +27.5% |
Q4 2019 | $2,417,000 | +9.6% | 74,077 | +0.8% | 0.54% | +1.7% |
Q3 2019 | $2,205,000 | -3.8% | 73,520 | -1.8% | 0.53% | -8.0% |
Q2 2019 | $2,293,000 | +18.6% | 74,856 | +17.0% | 0.57% | +9.6% |
Q1 2019 | $1,933,000 | +10.5% | 63,955 | -3.7% | 0.52% | -3.3% |
Q4 2018 | $1,749,000 | – | 66,383 | – | 0.54% | – |
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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% |