SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 429 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $241,710 | -12.6% | 5,820 | -9.5% | 0.08% | -21.5% |
| Q1 2024 | $276,689 | -24.3% | 6,429 | -25.8% | 0.11% | -34.8% |
| Q4 2023 | $365,399 | +12.6% | 8,663 | -1.5% | 0.16% | -2.4% |
| Q3 2023 | $324,654 | -5.4% | 8,798 | -0.4% | 0.17% | -2.9% |
| Q2 2023 | $343,169 | +1.6% | 8,835 | -1.2% | 0.17% | -1.1% |
| Q1 2023 | $337,698 | +3.4% | 8,941 | +1.3% | 0.18% | -10.3% |
| Q4 2022 | $326,437 | -33.5% | 8,830 | -38.7% | 0.20% | -43.3% |
| Q3 2022 | $491,000 | -4.3% | 14,401 | +0.9% | 0.34% | -5.5% |
| Q2 2022 | $513,000 | -15.8% | 14,267 | -1.4% | 0.36% | -13.3% |
| Q1 2022 | $609,000 | +14.5% | 14,473 | +21.6% | 0.42% | -1.4% |
| Q4 2021 | $532,000 | – | 11,898 | – | 0.43% | – |
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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% |