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 | $598 | -16.5% | 14,389 | -13.5% | 0.05% | -60.0% |
| Q1 2024 | $716 | +36.1% | 16,628 | +33.4% | 0.12% | +26.3% |
| Q4 2023 | $526 | +17.1% | 12,468 | +2.5% | 0.10% | +31.9% |
| Q3 2023 | $449 | -3.0% | 12,160 | +2.0% | 0.07% | +22.0% |
| Q2 2023 | $463 | +12.7% | 11,925 | +9.6% | 0.06% | -21.3% |
| Q1 2023 | $411 | -30.9% | 10,880 | -32.3% | 0.08% | -44.4% |
| Q4 2022 | $595 | -99.9% | 16,082 | -97.2% | 0.14% | +1.5% |
| Q3 2022 | $580,000 | -8.2% | 579,822 | +3202.7% | 0.13% | +37.1% |
| Q2 2022 | $632,000 | +936.1% | 17,556 | -98.7% | 0.10% | -63.4% |
| Q1 2022 | $61,000 | -95.5% | 1,310,216 | +3891.0% | 0.26% | +45.6% |
| Q4 2021 | $1,359,000 | -20.1% | 32,829 | -17.8% | 0.18% | -21.9% |
| Q3 2021 | $1,701,000 | -4.3% | 39,920 | -19.6% | 0.23% | -17.7% |
| Q4 2020 | $1,777,000 | – | 49,635 | – | 0.28% | – |
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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% |