SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 435 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $146,744 | +266.5% | 3,479 | +220.6% | 0.16% | +231.9% |
| Q3 2023 | $40,037 | -23.5% | 1,085 | -23.4% | 0.05% | -27.7% |
| Q4 2022 | $52,350 | -1.2% | 1,416 | -8.9% | 0.06% | -5.8% |
| Q3 2022 | $53,000 | -5.4% | 1,555 | -0.9% | 0.07% | -8.0% |
| Q2 2022 | $56,000 | -99.9% | 1,569 | +1.0% | 0.08% | -7.4% |
| Q1 2022 | $65,000,000 | – | 1,554 | – | 0.08% | – |
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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% |