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 | $1,377,224 | -23.2% | 33,162 | -20.4% | 0.01% | -25.0% |
| Q1 2024 | $1,792,420 | -2.3% | 41,646 | -4.2% | 0.01% | 0.0% |
| Q4 2023 | $1,833,912 | -17.4% | 43,478 | -27.7% | 0.01% | -33.3% |
| Q3 2023 | $2,219,910 | +99402.9% | 60,160 | +6.4% | 0.01% | -29.4% |
| Q4 2022 | $2,231 | -99.9% | 56,531 | +14.0% | 0.02% | +13.3% |
| Q3 2022 | $1,801,000 | +33.8% | 49,604 | +38.5% | 0.02% | +36.4% |
| Q2 2022 | $1,346,000 | -41.1% | 35,828 | -34.2% | 0.01% | -35.3% |
| Q1 2022 | $2,285,000 | +590.3% | 54,436 | +580.9% | 0.02% | +750.0% |
| Q4 2021 | $331,000 | -6.2% | 7,995 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $353,000 | +6.0% | 7,995 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $333,000 | -3.5% | 7,995 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $345,000 | – | 7,995 | – | 0.00% | – |
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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% |