SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 765 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is 0.11 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,750,251 | +28.7% | 66,223 | +33.4% | 0.60% | +41.0% |
| Q1 2024 | $2,136,891 | +16.7% | 49,648 | +14.4% | 0.42% | -16.3% |
| Q4 2023 | $1,830,572 | +197.6% | 43,399 | +160.4% | 0.50% | +154.5% |
| Q3 2023 | $615,091 | -24.6% | 16,669 | -20.7% | 0.20% | -32.4% |
| Q2 2023 | $816,297 | +79.3% | 21,017 | +74.3% | 0.29% | +181.7% |
| Q1 2023 | $455,304 | +23.1% | 12,055 | +20.5% | 0.10% | +33.3% |
| Q4 2022 | $369,798 | +41.7% | 10,003 | +30.4% | 0.08% | +9.9% |
| Q3 2022 | $261,000 | +166.3% | 7,672 | +228.8% | 0.07% | +184.0% |
| Q1 2022 | $98,000 | -100.0% | 2,333 | -71.1% | 0.02% | -71.9% |
| Q4 2021 | $360,469,000 | +98658.6% | 8,066 | -5.9% | 0.09% | -51.1% |
| Q3 2021 | $365,000 | -6.2% | 8,571 | -3.2% | 0.18% | -41.5% |
| Q2 2021 | $389,000 | -9.5% | 8,851 | -26.4% | 0.31% | -8.5% |
| Q3 2020 | $430,000 | +4.4% | 12,019 | -22.4% | 0.34% | +29.8% |
| Q2 2020 | $412,000 | -39.4% | 15,489 | -25.6% | 0.26% | -51.5% |
| Q4 2019 | $680,000 | – | 20,826 | – | 0.54% | – |
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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% |