SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 335 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 1.10 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,363 | +14.3% | 56 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $2,067 | -5.0% | 56 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $2,176 | +2.8% | 56 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $2,116 | +2.2% | 56 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $2,070 | +3.5% | 56 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $2,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $2,000 | 0.0% | 56 | 0.0% | 0.00% | – |
| Q1 2022 | $2,000 | -33.3% | 56 | 0.0% | 0.00% | -100.0% |
| Q4 2021 | $3,000 | +50.0% | 56 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $2,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $2,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $2,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $2,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $2,000 | 0.0% | 56 | -26.3% | 0.00% | 0.0% |
| Q2 2020 | $2,000 | 0.0% | 76 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $2,000 | -98.8% | 76 | -98.5% | 0.00% | -98.9% |
| Q4 2019 | $168,000 | +31.2% | 5,130 | +20.2% | 0.09% | +22.7% |
| Q3 2019 | $128,000 | -2.3% | 4,269 | +0.2% | 0.08% | -5.1% |
| Q2 2019 | $131,000 | -56.2% | 4,259 | -56.9% | 0.08% | -57.1% |
| Q1 2019 | $299,000 | +17.7% | 9,892 | +2.6% | 0.18% | -1.6% |
| Q4 2018 | $254,000 | – | 9,638 | – | 0.19% | – |
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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% |