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 | $58,769,173 | +12.8% | 1,415,101 | +16.9% | 0.80% | +5.0% |
| Q1 2024 | $52,104,032 | +7.0% | 1,210,595 | +4.9% | 0.76% | -8.5% |
| Q4 2023 | $48,691,346 | +33.1% | 1,154,370 | +16.4% | 0.83% | +24.9% |
| Q3 2023 | $36,596,143 | +1.3% | 991,765 | +6.6% | 0.67% | +1.5% |
| Q2 2023 | $36,140,195 | +7.8% | 930,489 | +4.8% | 0.66% | -11.0% |
| Q1 2023 | $33,532,483 | +5.3% | 887,807 | +3.0% | 0.74% | -6.3% |
| Q4 2022 | $31,859,755 | +11.2% | 861,772 | +2.5% | 0.79% | -3.8% |
| Q3 2022 | $28,649,000 | -0.1% | 841,118 | +5.5% | 0.82% | +0.7% |
| Q2 2022 | $28,674,000 | -12.6% | 796,955 | +2.2% | 0.81% | -2.7% |
| Q1 2022 | $32,810,000 | +0.5% | 779,876 | +6.8% | 0.84% | +2.3% |
| Q4 2021 | $32,632,000 | +11.2% | 730,184 | +6.0% | 0.82% | -3.3% |
| Q3 2021 | $29,355,000 | +6.3% | 689,089 | +7.7% | 0.85% | -5.2% |
| Q2 2021 | $27,605,000 | +5.9% | 639,758 | +3.7% | 0.89% | -12.0% |
| Q1 2021 | $26,065,000 | +7.0% | 616,637 | -9.4% | 1.01% | -6.5% |
| Q4 2020 | $24,370,000 | +30.3% | 680,714 | +4.2% | 1.08% | -0.6% |
| Q3 2020 | $18,703,000 | +18.8% | 653,250 | +7.4% | 1.09% | +1.9% |
| Q2 2020 | $15,746,000 | +5.0% | 608,419 | -4.0% | 1.07% | -11.6% |
| Q1 2020 | $14,990,000 | +0.8% | 633,805 | +39.0% | 1.21% | +0.3% |
| Q4 2019 | $14,876,000 | +13.5% | 455,908 | +9.2% | 1.21% | +11.3% |
| Q3 2019 | $13,106,000 | +17.2% | 417,403 | +12.3% | 1.08% | +1.9% |
| Q2 2019 | $11,181,000 | +37.7% | 371,577 | +38.4% | 1.06% | +70.0% |
| Q1 2019 | $8,119,000 | +34.4% | 268,568 | +33.3% | 0.63% | -20.4% |
| Q4 2018 | $6,040,000 | – | 201,454 | – | 0.79% | – |
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% |