SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 765 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is 0.11 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $3,173 | -13.9% | 76,396 | -10.7% | 0.24% | -23.7% |
Q1 2024 | $3,684 | -1.7% | 85,593 | -3.6% | 0.31% | +12.0% |
Q4 2023 | $3,746 | +18.9% | 88,810 | +5.4% | 0.28% | +19.0% |
Q3 2023 | $3,150 | -0.1% | 84,224 | +3.8% | 0.23% | -37.2% |
Q2 2023 | $3,152 | +4.4% | 81,144 | +1.5% | 0.37% | -4.9% |
Q1 2023 | $3,019 | -99.9% | 79,923 | +2.6% | 0.39% | -2.0% |
Q4 2022 | $2,880,852 | +7.2% | 77,924 | -1.2% | 0.40% | +11.0% |
Q3 2022 | $2,688,000 | -64.7% | 78,900 | -64.8% | 0.36% | -31.8% |
Q2 2022 | $7,618,000 | – | 224,212 | – | 0.52% | – |
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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% |