SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 660 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $371,569 | -3.6% | 8,947 | -0.1% | 0.22% | -5.5% |
| Q1 2024 | $385,423 | +2.0% | 8,955 | 0.0% | 0.24% | +23.3% |
| Q4 2023 | $377,722 | +14.0% | 8,955 | -0.3% | 0.19% | +1.6% |
| Q3 2023 | $331,288 | -11.7% | 8,978 | -7.1% | 0.19% | -5.9% |
| Q2 2023 | $375,194 | +3.1% | 9,660 | +0.3% | 0.20% | -5.6% |
| Q1 2023 | $363,876 | +3.7% | 9,634 | +1.5% | 0.21% | -5.3% |
| Q4 2022 | $350,771 | +6.6% | 9,488 | -1.6% | 0.23% | -5.8% |
| Q3 2022 | $329,000 | -5.2% | 9,647 | +0.1% | 0.24% | -0.8% |
| Q2 2022 | $347,000 | -19.7% | 9,638 | -6.1% | 0.24% | -5.8% |
| Q1 2022 | $432,000 | -4.6% | 10,265 | +1.2% | 0.26% | +10.3% |
| Q4 2021 | $453,000 | +4.9% | 10,139 | +0.0% | 0.23% | +5.9% |
| Q3 2021 | $432,000 | -3.4% | 10,138 | -0.3% | 0.22% | -4.8% |
| Q2 2021 | $447,000 | -3.2% | 10,171 | -6.9% | 0.23% | -8.0% |
| Q1 2021 | $462,000 | -50.2% | 10,920 | -57.9% | 0.25% | -60.0% |
| Q4 2020 | $927,000 | +145.9% | 25,920 | +82.3% | 0.63% | +97.8% |
| Q3 2020 | $377,000 | 0.0% | 14,215 | 0.0% | 0.32% | 0.0% |
| Q2 2020 | $377,000 | -91.6% | 14,215 | -93.1% | 0.32% | -92.6% |
| Q1 2020 | $4,508,000 | -11.1% | 206,456 | +32.9% | 4.30% | -15.3% |
| Q4 2019 | $5,069,000 | – | 155,365 | – | 5.07% | – |
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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% |