SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 779 filers reported holding SPDR SER TR in Q2 2024. The put-call ratio across all filers is 0.00 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $209,390 | -87.0% | 4,865 | -87.2% | 0.11% | -85.4% |
| Q4 2023 | $1,608,830 | +27.5% | 38,142 | +11.6% | 0.76% | +1.3% |
| Q3 2023 | $1,261,611 | -27.8% | 34,190 | -24.0% | 0.75% | -31.9% |
| Q2 2023 | $1,746,751 | +8.9% | 44,973 | +5.9% | 1.10% | -1.3% |
| Q1 2023 | $1,604,470 | +6.0% | 42,480 | +3.8% | 1.11% | -9.8% |
| Q4 2022 | $1,512,997 | +11.2% | 40,925 | +2.5% | 1.23% | +19.8% |
| Q3 2022 | $1,360,000 | +1072.4% | 39,939 | +845.1% | 1.03% | +808.8% |
| Q3 2020 | $116,000 | – | 4,226 | – | 0.11% | – |
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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% |