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 | $564,114 | -1.8% | 13,583 | +1.8% | 0.04% | -15.6% |
| Q1 2024 | $574,283 | +22.2% | 13,343 | +19.8% | 0.04% | +12.5% |
| Q4 2023 | $469,970 | +14.3% | 11,142 | -0.0% | 0.04% | +2.6% |
| Q3 2023 | $411,324 | -4.9% | 11,147 | +0.1% | 0.04% | -22.0% |
| Q2 2023 | $432,678 | +1.2% | 11,140 | -1.6% | 0.05% | -2.0% |
| Q1 2023 | $427,594 | +2.2% | 11,321 | +0.0% | 0.05% | -7.3% |
| Q4 2022 | $418,500 | +1.6% | 11,320 | -6.5% | 0.06% | -11.3% |
| Q3 2022 | $412,000 | -5.3% | 12,103 | 0.0% | 0.06% | -4.6% |
| Q2 2022 | $435,000 | -26.4% | 12,103 | -13.8% | 0.06% | -15.6% |
| Q1 2022 | $591,000 | -4.8% | 14,038 | +1.1% | 0.08% | -6.1% |
| Q4 2021 | $621,000 | +195.7% | 13,890 | +173525.0% | 0.08% | – |
| Q2 2020 | $210,000 | – | 8 | – | 0.00% | – |
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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% |