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 | $7,515,232 | -30.7% | 180,959 | -28.2% | 0.00% | -50.0% |
Q1 2024 | $10,848,668 | +13.1% | 252,060 | +10.9% | 0.00% | 0.0% |
Q4 2023 | $9,588,818 | +71.8% | 227,331 | +50.3% | 0.00% | +100.0% |
Q3 2023 | $5,580,055 | -46.4% | 151,221 | -43.6% | 0.00% | -50.0% |
Q2 2023 | $10,409,625 | +213.4% | 268,013 | +204.7% | 0.00% | +100.0% |
Q1 2023 | $3,322,023 | +125.7% | 87,954 | +120.9% | 0.00% | – |
Q4 2022 | $1,471,813 | +66287.6% | 39,811 | -38.8% | 0.00% | -100.0% |
Q3 2022 | $2,217 | -4.6% | 65,083 | +0.7% | 0.00% | 0.0% |
Q2 2022 | $2,325 | -99.9% | 64,620 | -0.0% | 0.00% | 0.0% |
Q1 2022 | $2,719,000 | +52.7% | 64,636 | +62.1% | 0.00% | – |
Q4 2021 | $1,781,000 | +7.4% | 39,862 | +2.4% | 0.00% | – |
Q3 2021 | $1,658,000 | -0.7% | 38,915 | +2.4% | 0.00% | – |
Q2 2021 | $1,670,000 | -82.7% | 38,017 | -89.2% | 0.00% | -100.0% |
Q3 2020 | $9,636,000 | +1380.2% | 351,950 | +1335.4% | 0.00% | – |
Q2 2020 | $651,000 | -49.4% | 24,519 | -58.4% | 0.00% | – |
Q1 2020 | $1,287,000 | +9.8% | 58,917 | +64.0% | 0.00% | – |
Q4 2019 | $1,172,000 | +41.0% | 35,920 | +29.7% | 0.00% | – |
Q3 2019 | $831,000 | -68.8% | 27,689 | -68.2% | 0.00% | -100.0% |
Q2 2019 | $2,666,000 | +771.2% | 87,021 | +761.0% | 0.00% | – |
Q1 2019 | $306,000 | -12.6% | 10,107 | -13.6% | 0.00% | – |
Q1 2018 | $350,000 | -73.8% | 11,693 | -23.3% | 0.00% | – |
Q3 2017 | $1,334,000 | -3.8% | 15,245 | -8.4% | 0.00% | – |
Q2 2017 | $1,386,000 | -75.1% | 16,639 | -75.7% | 0.00% | -100.0% |
Q1 2017 | $5,574,000 | – | 68,349 | – | 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% |