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 | $234,939 | -19.7% | 5,657 | -16.8% | 0.08% | -22.1% |
| Q1 2024 | $292,608 | -3.5% | 6,799 | -5.4% | 0.10% | -14.0% |
| Q4 2023 | $303,151 | -21.3% | 7,187 | -31.1% | 0.12% | -33.1% |
| Q3 2023 | $385,098 | -18.0% | 10,436 | -13.7% | 0.18% | -13.8% |
| Q2 2023 | $469,731 | -51.2% | 12,094 | -52.5% | 0.21% | -54.3% |
| Q1 2023 | $962,100 | -36.8% | 25,473 | -38.2% | 0.46% | -38.1% |
| Q4 2022 | $1,523,281 | +61.0% | 41,203 | +48.3% | 0.74% | +31.0% |
| Q3 2022 | $946,000 | +290.9% | 27,785 | +312.5% | 0.57% | +299.3% |
| Q2 2022 | $242,000 | – | 6,736 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WALLER FINANCIAL PLANNING GROUP, INC | 495,999 | $15,336,000 | 8.12% |
| Peterson Wealth Advisors, LLC | 349,573 | $10,487,000 | 6.42% |
| S. R. Schill & Associates | 369,606 | $11,088,000 | 6.17% |
| Annex Advisory Services, LLC | 1,192,851 | $35,785,000 | 4.81% |
| McNamara Financial Services, Inc. | 372,283 | $11,407,000 | 4.63% |
| Advisory Alpha, LLC | 531,872 | $15,498,743,000 | 4.59% |
| Boston Standard Wealth Management, LLC | 270,314 | $8,109,000,000 | 3.91% |
| Wealthcare Advisory Partners LLC | 751,912 | $22,557,000 | 3.27% |
| Larson Financial Group LLC | 159,139 | $4,774,000 | 3.12% |
| Valtinson Bruner Financial Planning LLC | 116,606 | $3,475,000 | 2.83% |