SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 207 filers reported holding SPDR SER TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,952 | -61.1% | 72 | -59.3% | 0.00% | 0.0% |
| Q1 2024 | $7,581 | +2.4% | 177 | +0.6% | 0.00% | 0.0% |
| Q4 2023 | $7,404 | -31.8% | 176 | -40.3% | 0.00% | -50.0% |
| Q3 2023 | $10,860 | -4.9% | 295 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $11,420 | +3.1% | 295 | +0.3% | 0.00% | 0.0% |
| Q1 2023 | $11,073 | +14.9% | 294 | +12.6% | 0.00% | 0.0% |
| Q4 2022 | $9,633 | +140.8% | 261 | +117.5% | 0.00% | +100.0% |
| Q3 2022 | $4,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $4,000 | -20.0% | 120 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $5,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $5,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $5,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $5,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $5,000 | -16.7% | 120 | -29.4% | 0.00% | -50.0% |
| Q4 2020 | $6,000 | +20.0% | 170 | -15.0% | 0.00% | +100.0% |
| Q3 2020 | $5,000 | 0.0% | 200 | 0.0% | 0.00% | -50.0% |
| Q2 2020 | $5,000 | +25.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $4,000 | -42.9% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $7,000 | -22.2% | 200 | -33.3% | 0.00% | -33.3% |
| Q3 2019 | $9,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $9,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $9,000 | +12.5% | 300 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $8,000 | – | 300 | – | 0.00% | – |
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% |