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 | $4,041,294 | +3.9% | 97,310 | +7.7% | 0.81% | -2.8% |
| Q1 2024 | $3,888,360 | +11.5% | 90,343 | +9.2% | 0.84% | +4.9% |
| Q4 2023 | $3,488,222 | +23.9% | 82,698 | +8.4% | 0.80% | +1.4% |
| Q3 2023 | $2,814,349 | -11.4% | 76,269 | -6.8% | 0.78% | -6.5% |
| Q2 2023 | $3,176,976 | +15.4% | 81,796 | +12.2% | 0.84% | +9.9% |
| Q1 2023 | $2,752,777 | -1.1% | 72,883 | -3.2% | 0.76% | -6.8% |
| Q4 2022 | $2,782,978 | +2.9% | 75,277 | -5.2% | 0.82% | -8.7% |
| Q3 2022 | $2,705,000 | -7.5% | 79,431 | -2.2% | 0.90% | -6.2% |
| Q2 2022 | $2,924,000 | -2.8% | 81,254 | +13.6% | 0.96% | +1.2% |
| Q1 2022 | $3,008,000 | -6.1% | 71,506 | -0.2% | 0.95% | -7.9% |
| Q4 2021 | $3,203,000 | +4.1% | 71,679 | -0.8% | 1.03% | -6.2% |
| Q3 2021 | $3,078,000 | -3.0% | 72,243 | +0.0% | 1.10% | -3.9% |
| Q2 2021 | $3,173,000 | -4.9% | 72,212 | -8.4% | 1.14% | -10.5% |
| Q1 2021 | $3,335,000 | +9.1% | 78,875 | -7.6% | 1.27% | +1.9% |
| Q4 2020 | $3,057,000 | +25.0% | 85,372 | -4.4% | 1.25% | +10.5% |
| Q3 2020 | $2,446,000 | +1.0% | 89,325 | -2.0% | 1.13% | -3.8% |
| Q2 2020 | $2,422,000 | +259.3% | 91,136 | +195.6% | 1.17% | +160.9% |
| Q1 2020 | $674,000 | – | 30,829 | – | 0.45% | – |
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% |