SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 239 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,184,017 | -3.4% | 52,589 | +0.1% | 0.85% | -4.1% |
| Q1 2024 | $2,260,114 | +3.4% | 52,512 | +1.3% | 0.88% | -3.6% |
| Q4 2023 | $2,185,768 | +13.7% | 51,820 | -0.5% | 0.92% | +1.6% |
| Q3 2023 | $1,921,836 | -4.7% | 52,082 | +0.3% | 0.90% | -1.5% |
| Q2 2023 | $2,017,238 | +2453.5% | 51,937 | +2032.9% | 0.92% | +1984.1% |
| Q4 2019 | $79,000 | – | 2,435 | – | 0.04% | – |
Download | ||||||
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% |