SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 245 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is 2.18 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,265,632 | -3.6% | 102,712 | -0.1% | 3.08% | -7.1% |
| Q1 2024 | $4,424,009 | +0.8% | 102,788 | -1.2% | 3.31% | -3.5% |
| Q4 2023 | $4,387,719 | +23.1% | 104,024 | +7.7% | 3.43% | +4.5% |
| Q3 2023 | $3,564,384 | -6.3% | 96,596 | -1.4% | 3.28% | -2.5% |
| Q2 2023 | $3,804,866 | +2.8% | 97,963 | -0.0% | 3.37% | -0.4% |
| Q1 2023 | $3,700,221 | +1.9% | 97,967 | -0.2% | 3.38% | -3.8% |
| Q4 2022 | $3,629,472 | +7.6% | 98,173 | -0.9% | 3.52% | +0.1% |
| Q3 2022 | $3,373,000 | -8.6% | 99,018 | -3.5% | 3.51% | -1.2% |
| Q2 2022 | $3,691,000 | -4.9% | 102,596 | +11.3% | 3.55% | +10.2% |
| Q1 2022 | $3,880,000 | -16.3% | 92,221 | -11.1% | 3.22% | -3.2% |
| Q4 2021 | $4,637,000 | +6.5% | 103,767 | +1.5% | 3.33% | +4.5% |
| Q3 2021 | $4,356,000 | -4.2% | 102,259 | -1.2% | 3.19% | -2.8% |
| Q2 2021 | $4,548,000 | +6.0% | 103,512 | +2.0% | 3.28% | +2.6% |
| Q1 2021 | $4,291,000 | +14.7% | 101,523 | -2.9% | 3.20% | -2.4% |
| Q4 2020 | $3,742,000 | +29.9% | 104,520 | -0.7% | 3.28% | +9.4% |
| Q3 2020 | $2,881,000 | +0.8% | 105,218 | -2.1% | 3.00% | -5.8% |
| Q2 2020 | $2,857,000 | +127.3% | 107,513 | +86.9% | 3.18% | +91.1% |
| Q1 2020 | $1,257,000 | -2.3% | 57,536 | +45.8% | 1.66% | +33.1% |
| Q4 2019 | $1,287,000 | – | 39,451 | – | 1.25% | – |
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% |