SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 779 filers reported holding SPDR SER TR in Q2 2024. The put-call ratio across all filers is 0.00 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,251,318 | +0.1% | 30,130 | +3.8% | 0.39% | -2.5% |
| Q1 2024 | $1,249,891 | -31.7% | 29,040 | -33.1% | 0.40% | -35.9% |
| Q4 2023 | $1,829,846 | +17.1% | 43,382 | +2.5% | 0.62% | +7.5% |
| Q3 2023 | $1,562,473 | -8.4% | 42,343 | -3.6% | 0.58% | -8.3% |
| Q2 2023 | $1,706,382 | +5.4% | 43,934 | +2.4% | 0.63% | -0.3% |
| Q1 2023 | $1,619,723 | -47.9% | 42,884 | -49.0% | 0.63% | -51.0% |
| Q4 2022 | $3,107,232 | – | 84,047 | – | 1.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WALLER FINANCIAL PLANNING GROUP, INC | 495,999 | $15,336,000 | 8.12% |
| Peterson Wealth Advisors, LLC | 349,573 | $10,487,000 | 6.42% |
| S. R. Schill & Associates | 369,606 | $11,088,000 | 6.17% |
| Annex Advisory Services, LLC | 1,192,851 | $35,785,000 | 4.81% |
| McNamara Financial Services, Inc. | 372,283 | $11,407,000 | 4.63% |
| Advisory Alpha, LLC | 531,872 | $15,498,743,000 | 4.59% |
| Boston Standard Wealth Management, LLC | 270,314 | $8,109,000,000 | 3.91% |
| Wealthcare Advisory Partners LLC | 751,912 | $22,557,000 | 3.27% |
| Larson Financial Group LLC | 159,139 | $4,774,000 | 3.12% |
| Valtinson Bruner Financial Planning LLC | 116,606 | $3,475,000 | 2.83% |