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 | $2 | 0.0% | 41 | -14.6% | 0.00% | 0.0% |
| Q1 2024 | $2 | 0.0% | 48 | -5.9% | 0.00% | 0.0% |
| Q4 2023 | $2 | -33.3% | 51 | -44.0% | 0.00% | -50.0% |
| Q3 2023 | $3 | +50.0% | 91 | +75.0% | 0.00% | 0.0% |
| Q2 2023 | $2 | -33.3% | 52 | -22.4% | 0.00% | -33.3% |
| Q1 2023 | $3 | +50.0% | 67 | -1.5% | 0.00% | +200.0% |
| Q4 2022 | $2 | -99.9% | 68 | -6.8% | 0.00% | -66.7% |
| Q3 2022 | $3,000 | -40.0% | 73 | -43.4% | 0.00% | -25.0% |
| Q2 2022 | $5,000 | -73.7% | 129 | -71.1% | 0.00% | -69.2% |
| Q1 2022 | $19,000 | +11.8% | 447 | +17.9% | 0.01% | -45.8% |
| Q4 2021 | $17,000 | – | 379 | – | 0.02% | – |
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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% |