SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 431 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $297,687 | -3.5% | 7,168 | +0.0% | 0.13% | -4.3% |
| Q1 2024 | $308,425 | +32.2% | 7,166 | +29.6% | 0.14% | +25.2% |
| Q4 2023 | $233,255 | +13.9% | 5,530 | -0.3% | 0.11% | +3.7% |
| Q3 2023 | $204,758 | -5.9% | 5,549 | -0.9% | 0.11% | -6.1% |
| Q2 2023 | $217,543 | +2.3% | 5,601 | -0.5% | 0.11% | -4.2% |
| Q1 2023 | $212,607 | +5.2% | 5,629 | +3.0% | 0.12% | -2.5% |
| Q4 2022 | $202,078 | -41.9% | 5,466 | -46.5% | 0.12% | -46.3% |
| Q3 2022 | $348,000 | -20.9% | 10,209 | -2.5% | 0.23% | -5.4% |
| Q1 2022 | $440,000 | +0.5% | 10,468 | +6.8% | 0.24% | +3.0% |
| Q4 2021 | $438,000 | +1.6% | 9,804 | -3.2% | 0.23% | -6.8% |
| Q3 2021 | $431,000 | -36.4% | 10,126 | -34.4% | 0.25% | -37.3% |
| Q2 2021 | $678,000 | +2.3% | 15,432 | -1.6% | 0.40% | -12.1% |
| Q1 2021 | $663,000 | +2.5% | 15,689 | -6.2% | 0.45% | -4.0% |
| Q4 2020 | $647,000 | – | 16,729 | – | 0.47% | – |
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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% |