SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 757 filers reported holding SPDR SER TR in Q1 2024. The put-call ratio across all filers is 0.03 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 | 240,519 | $7,764,000 | 6.29% |
| McNamara Financial Services, Inc. | 351,370 | $11,342,000 | 4.99% |
| Astor Investment Management LLC | 751,488 | $24,258,000 | 4.11% |
| Larson Financial Group LLC | 98,500 | $3,180,000 | 3.66% |
| Barber Financial Group, Inc. | 354,436 | $11,441,000 | 3.32% |
| Winch Advisory Services, LLC | 185,819 | $5,998,000 | 3.23% |
| Annex Advisory Services, LLC | 474,395 | $15,313,000 | 2.61% |
| Financial Enhancement Group LLC | 220,001 | $7,102,000 | 2.45% |
| Allworth Financial LP | 1,234,669 | $39,855,000 | 1.91% |
| Pinnacle Wealth Planning Services, Inc. | 58,281 | $1,881,000 | 1.83% |