SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 660 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $91,092 | -6.5% | 2,193 | -3.1% | 0.01% | -8.3% |
| Q1 2024 | $97,399 | +0.4% | 2,263 | -1.6% | 0.01% | -20.0% |
| Q4 2023 | $96,972 | +32.7% | 2,299 | +16.1% | 0.02% | +25.0% |
| Q3 2023 | $73,099 | +407.3% | 1,981 | +434.0% | 0.01% | +500.0% |
| Q2 2023 | $14,410 | +1341.0% | 371 | +1755.0% | 0.00% | – |
| Q3 2022 | $1,000 | 0.0% | 20 | -33.3% | 0.00% | – |
| Q2 2022 | $1,000 | – | 30 | – | 0.00% | – |
Download | ||||||
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% |