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 | $180,739 | +14.5% | 4,352 | +18.7% | 0.00% | – |
| Q1 2024 | $157,785 | +2.8% | 3,666 | +0.8% | 0.00% | – |
| Q4 2023 | $153,451 | +96.3% | 3,638 | +71.8% | 0.00% | – |
| Q3 2023 | $78,154 | -16.8% | 2,118 | -12.4% | 0.00% | – |
| Q2 2023 | $93,915 | +831.2% | 2,418 | +805.6% | 0.00% | – |
| Q1 2023 | $10,085 | +6.6% | 267 | +4.3% | 0.00% | – |
| Q4 2022 | $9,464 | +5.2% | 256 | 0.0% | 0.00% | – |
| Q3 2022 | $9,000 | -47.1% | 256 | -46.2% | 0.00% | – |
| Q2 2022 | $17,000 | +54.5% | 476 | +85.9% | 0.00% | – |
| Q1 2022 | $11,000 | -26.7% | 256 | -24.9% | 0.00% | – |
| Q4 2021 | $15,000 | -11.8% | 341 | -13.7% | 0.00% | – |
| Q3 2021 | $17,000 | 0.0% | 395 | 0.0% | 0.00% | – |
| Q2 2021 | $17,000 | 0.0% | 395 | 0.0% | 0.00% | – |
| Q1 2021 | $17,000 | -43.3% | 395 | -60.9% | 0.00% | – |
| Q3 2019 | $30,000 | +900.0% | 1,010 | +900.0% | 0.00% | – |
| Q4 2018 | $3,000 | 0.0% | 101 | 0.0% | 0.00% | – |
| Q3 2018 | $3,000 | -86.4% | 101 | -86.0% | 0.00% | – |
| Q4 2017 | $22,000 | – | 723 | – | 0.00% | – |
Download | ||||||
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% |