SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 431 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,205,464 | -66.5% | 77,184 | -65.3% | 0.20% | -64.1% |
| Q1 2024 | $9,570,237 | +21.7% | 222,325 | +19.3% | 0.55% | +7.8% |
| Q4 2023 | $7,863,842 | +54.4% | 186,409 | +35.1% | 0.51% | +40.1% |
| Q3 2023 | $5,092,804 | -9.8% | 137,986 | -5.1% | 0.37% | -8.9% |
| Q2 2023 | $5,647,962 | +147.5% | 145,416 | +140.7% | 0.40% | +145.7% |
| Q1 2023 | $2,282,165 | +573.4% | 60,423 | +559.1% | 0.16% | +556.0% |
| Q4 2022 | $338,913 | +65.3% | 9,167 | +52.1% | 0.02% | +47.1% |
| Q3 2022 | $205,000 | -36.1% | 6,025 | -32.4% | 0.02% | -34.6% |
| Q2 2022 | $321,000 | -54.0% | 8,915 | -46.2% | 0.03% | -43.5% |
| Q1 2022 | $698,000 | +15.2% | 16,582 | +22.3% | 0.05% | +21.1% |
| Q4 2021 | $606,000 | +164.6% | 13,554 | +151.7% | 0.04% | +153.3% |
| Q3 2021 | $229,000 | -96.4% | 5,386 | -97.2% | 0.02% | -97.9% |
| Q3 2018 | $6,372,000 | – | 191,691 | – | 0.71% | – |
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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% |