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 | $324,391 | -5.8% | 7,811 | -2.3% | 0.15% | -6.2% |
| Q1 2024 | $344,234 | +8.7% | 7,998 | +6.6% | 0.16% | -3.6% |
| Q4 2023 | $316,603 | +13.1% | 7,506 | -1.1% | 0.17% | -2.9% |
| Q3 2023 | $279,960 | -7.9% | 7,587 | -3.0% | 0.17% | -6.0% |
| Q2 2023 | $303,845 | +27.0% | 7,823 | +23.5% | 0.18% | +19.6% |
| Q1 2023 | $239,197 | +9.2% | 6,333 | +6.9% | 0.15% | +2.0% |
| Q4 2022 | $219,121 | +9.6% | 5,927 | +6.5% | 0.15% | +4.2% |
| Q2 2022 | $200,000 | – | 5,564 | – | 0.14% | – |
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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% |