SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 757 filers reported holding SPDR SER TR in Q1 2024. The put-call ratio across all filers is 0.03 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $413,010 | -53.7% | 16,585 | -19.9% | 0.13% | -53.1% |
| Q1 2024 | $891,401 | -20.5% | 20,711 | -22.1% | 0.28% | -29.8% |
| Q4 2023 | $1,121,819 | +21.2% | 26,596 | +6.1% | 0.39% | +11.0% |
| Q3 2023 | $925,231 | +76.9% | 25,074 | +86.2% | 0.35% | +78.3% |
| Q2 2023 | $523,097 | -24.4% | 13,468 | -26.5% | 0.20% | -35.7% |
| Q1 2023 | $691,720 | -52.0% | 18,314 | -53.1% | 0.31% | -55.0% |
| Q4 2022 | $1,442,237 | +7.0% | 39,011 | -1.5% | 0.68% | +13.4% |
| Q3 2022 | $1,348,000 | -7.6% | 39,593 | -2.3% | 0.60% | +1.2% |
| Q2 2022 | $1,459,000 | -18.4% | 40,533 | -4.5% | 0.60% | -0.2% |
| Q1 2022 | $1,787,000 | -7.0% | 42,463 | -1.3% | 0.60% | +5.8% |
| Q4 2021 | $1,922,000 | +3.2% | 43,005 | -1.6% | 0.56% | -7.2% |
| Q3 2021 | $1,862,000 | -3.7% | 43,711 | -0.6% | 0.61% | -1.5% |
| Q2 2021 | $1,933,000 | +1.0% | 43,987 | -2.9% | 0.62% | -7.1% |
| Q1 2021 | $1,914,000 | +13.7% | 45,281 | -3.8% | 0.66% | +8.5% |
| Q4 2020 | $1,684,000 | +27.6% | 47,049 | -2.4% | 0.61% | +16.8% |
| Q3 2020 | $1,320,000 | -4.2% | 48,198 | -7.1% | 0.52% | -10.1% |
| Q2 2020 | $1,378,000 | +15.1% | 51,856 | -5.4% | 0.58% | -13.6% |
| Q1 2020 | $1,197,000 | -28.8% | 54,802 | +6.3% | 0.68% | -28.7% |
| Q4 2019 | $1,682,000 | -18.3% | 51,550 | -24.8% | 0.95% | -22.7% |
| Q3 2019 | $2,058,000 | -1.5% | 68,590 | +0.6% | 1.23% | -11.0% |
| Q2 2019 | $2,089,000 | +7.4% | 68,198 | +6.0% | 1.38% | -14.0% |
| Q1 2019 | $1,945,000 | -43.0% | 64,315 | +396.7% | 1.60% | +3.0% |
| Q4 2018 | $3,413,000 | – | 12,948 | – | 1.56% | – |
Download | ||||||
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% |