SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 335 filers reported holding SPDR SER TR in Q1 2021. The put-call ratio across all filers is 1.10 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $597,119 | -6.1% | 14,378 | -2.7% | 0.46% | -7.1% |
| Q1 2024 | $635,873 | -15.8% | 14,774 | -17.5% | 0.49% | -19.7% |
| Q4 2023 | $755,444 | +8.0% | 17,910 | -5.5% | 0.62% | -0.8% |
| Q3 2023 | $699,661 | -9.9% | 18,961 | -5.1% | 0.62% | -2.1% |
| Q2 2023 | $776,140 | -9.6% | 19,983 | -12.1% | 0.63% | -23.5% |
| Q1 2023 | $858,928 | -14.5% | 22,741 | -16.4% | 0.83% | -20.3% |
| Q4 2022 | $1,005,066 | +7.8% | 27,186 | -0.6% | 1.04% | +15.9% |
| Q3 2022 | $932,000 | -28.5% | 27,357 | -24.5% | 0.90% | -35.9% |
| Q2 2022 | $1,304,000 | -16.6% | 36,231 | -2.5% | 1.40% | +9.9% |
| Q1 2022 | $1,563,000 | -6.2% | 37,145 | -0.4% | 1.27% | -13.0% |
| Q4 2021 | $1,666,000 | +4.9% | 37,288 | 0.0% | 1.46% | +11.7% |
| Q3 2021 | $1,588,000 | -3.1% | 37,288 | 0.0% | 1.31% | -4.2% |
| Q2 2021 | $1,638,000 | +3.1% | 37,288 | -0.8% | 1.36% | -2.8% |
| Q1 2021 | $1,589,000 | -60.1% | 37,594 | -66.2% | 1.40% | -60.2% |
| Q4 2020 | $3,983,000 | – | 111,243 | – | 3.53% | – |
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% |