SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 435 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $506,261 | -13.7% | 12,190 | -10.5% | 0.32% | -18.4% |
| Q1 2024 | $586,328 | -35.4% | 13,623 | -36.7% | 0.39% | -44.1% |
| Q4 2023 | $907,287 | +5.8% | 21,510 | -7.5% | 0.69% | -13.9% |
| Q3 2023 | $857,914 | -39.9% | 23,250 | -38.5% | 0.80% | -43.6% |
| Q2 2023 | $1,428,573 | +4.3% | 37,823 | +4.3% | 1.42% | +1.5% |
| Q1 2023 | $1,369,752 | +5.8% | 36,266 | +3.5% | 1.40% | +0.2% |
| Q4 2022 | $1,294,796 | +13.0% | 35,023 | +6.7% | 1.40% | +3.6% |
| Q3 2022 | $1,146,000 | +7.6% | 32,828 | +10.2% | 1.35% | +29.5% |
| Q2 2022 | $1,065,000 | -2.6% | 29,784 | +14.6% | 1.04% | +14.3% |
| Q1 2022 | $1,093,000 | -19.2% | 25,991 | -13.2% | 0.91% | -24.9% |
| Q4 2021 | $1,353,000 | +8.2% | 29,928 | +1.9% | 1.21% | +16.3% |
| Q3 2021 | $1,251,000 | +35.1% | 29,374 | +39.3% | 1.04% | +35.9% |
| Q2 2021 | $926,000 | +77.7% | 21,082 | +72.0% | 0.77% | +58.9% |
| Q1 2021 | $521,000 | -40.9% | 12,257 | -50.2% | 0.48% | -44.5% |
| Q4 2020 | $881,000 | – | 24,621 | – | 0.87% | – |
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% |