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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,537,255 | -2.5% | 61,095 | +1.0% | 0.69% | +2.1% |
| Q1 2024 | $2,602,874 | +21.6% | 60,476 | +4.3% | 0.67% | +60.9% |
| Q3 2023 | $2,140,200 | -2.4% | 58,000 | +2.7% | 0.42% | -28.3% |
| Q2 2023 | $2,192,475 | +3.9% | 56,449 | +1.1% | 0.58% | +4.1% |
| Q1 2023 | $2,109,526 | +4.6% | 55,852 | +2.4% | 0.56% | +3.5% |
| Q4 2022 | $2,016,377 | +9.9% | 54,541 | +1.2% | 0.54% | +6.9% |
| Q3 2022 | $1,835,000 | -57.4% | 53,884 | -55.0% | 0.51% | -52.2% |
| Q2 2022 | $4,308,000 | +354.9% | 119,730 | +432.0% | 1.06% | +438.1% |
| Q1 2022 | $947,000 | +41.8% | 22,507 | +43.4% | 0.20% | +33.1% |
| Q3 2021 | $668,000 | -23.5% | 15,691 | -21.0% | 0.15% | -28.5% |
| Q2 2021 | $873,000 | +87200.0% | 19,861 | +0.2% | 0.21% | +20600.0% |
| Q1 2021 | $1,000 | -99.9% | 19,814 | -1.8% | 0.00% | -99.5% |
| Q4 2020 | $722,000 | +32.5% | 20,181 | +1.2% | 0.20% | +35.2% |
| Q3 2020 | $545,000 | +3.0% | 19,934 | +0.1% | 0.14% | -1.4% |
| Q2 2020 | $529,000 | +23.9% | 19,916 | +1.7% | 0.15% | +1.4% |
| Q1 2020 | $427,000 | +19.6% | 19,588 | +78.6% | 0.14% | +54.3% |
| Q4 2019 | $357,000 | – | 10,970 | – | 0.09% | – |
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% |