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 | $1,737,267 | -8.5% | 41,832 | -5.2% | 0.04% | -14.6% |
| Q1 2024 | $1,899,214 | +27.6% | 44,127 | +25.0% | 0.05% | +9.1% |
| Q4 2023 | $1,488,614 | +22.6% | 35,292 | +7.2% | 0.04% | 0.0% |
| Q3 2023 | $1,214,522 | -1.4% | 32,914 | +3.8% | 0.04% | -8.3% |
| Q2 2023 | $1,231,930 | +8.4% | 31,718 | +5.4% | 0.05% | 0.0% |
| Q1 2023 | $1,136,145 | +1.6% | 30,081 | -0.6% | 0.05% | -2.0% |
| Q4 2022 | $1,118,536 | +8.6% | 30,255 | +0.1% | 0.05% | 0.0% |
| Q3 2022 | $1,030,000 | -13.6% | 30,233 | -8.7% | 0.05% | -14.0% |
| Q2 2022 | $1,192,000 | +23.0% | 33,121 | +43.8% | 0.06% | +32.6% |
| Q1 2022 | $969,221 | -18.3% | 23,038 | -13.2% | 0.04% | -12.2% |
| Q4 2021 | $1,186,000 | +7.5% | 26,539 | +2.5% | 0.05% | -5.8% |
| Q3 2021 | $1,103,000 | -6.8% | 25,903 | -3.2% | 0.05% | -10.3% |
| Q2 2021 | $1,184,000 | +12.9% | 26,769 | +9.4% | 0.06% | -3.3% |
| Q1 2021 | $1,049,000 | +10.3% | 24,479 | -7.8% | 0.06% | -13.0% |
| Q4 2020 | $951,000 | +38.4% | 26,551 | +5.8% | 0.07% | +11.3% |
| Q3 2020 | $687,000 | +7.7% | 25,084 | +4.5% | 0.06% | -3.1% |
| Q2 2020 | $638,000 | +50.1% | 23,997 | +23.2% | 0.06% | +12.3% |
| Q1 2020 | $425,000 | +4.2% | 19,471 | +55.9% | 0.06% | +11.8% |
| Q4 2019 | $408,000 | -20.0% | 12,490 | -26.6% | 0.05% | -36.2% |
| Q3 2019 | $510,000 | -5.2% | 17,006 | -3.1% | 0.08% | -11.1% |
| Q2 2019 | $538,000 | +60.6% | 17,551 | +58.3% | 0.09% | +76.5% |
| Q1 2019 | $335,000 | -5.6% | 11,089 | -17.6% | 0.05% | -33.8% |
| Q4 2018 | $355,000 | +41.4% | 13,464 | +78.3% | 0.08% | +51.0% |
| Q3 2018 | $251,000 | – | 7,551 | – | 0.05% | – |
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% |