SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 435 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $392,168 | +221.7% | 9,443 | +233.4% | 0.10% | +215.6% |
| Q1 2024 | $121,889 | +2.3% | 2,832 | +0.2% | 0.03% | -3.0% |
| Q4 2023 | $119,201 | +32.2% | 2,826 | +15.6% | 0.03% | +22.2% |
| Q3 2023 | $90,184 | +2.7% | 2,444 | +8.1% | 0.03% | +8.0% |
| Q2 2023 | $87,778 | +7.1% | 2,260 | +4.2% | 0.02% | +4.2% |
| Q1 2023 | $81,923 | +7.6% | 2,169 | +5.3% | 0.02% | +4.3% |
| Q4 2022 | $76,158 | +22.8% | 2,060 | +13.9% | 0.02% | +21.1% |
| Q3 2022 | $62,000 | -3.1% | 1,808 | +2.3% | 0.02% | +5.6% |
| Q2 2022 | $64,000 | -13.5% | 1,767 | +0.7% | 0.02% | -5.3% |
| Q1 2022 | $74,000 | +15.6% | 1,755 | +4.9% | 0.02% | 0.0% |
| Q4 2021 | $64,000 | +1.6% | 1,673 | +13.7% | 0.02% | +11.8% |
| Q3 2021 | $63,000 | 0.0% | 1,471 | +2.3% | 0.02% | 0.0% |
| Q2 2021 | $63,000 | 0.0% | 1,438 | -3.2% | 0.02% | -5.6% |
| Q1 2021 | $63,000 | +5.0% | 1,485 | -11.3% | 0.02% | 0.0% |
| Q4 2020 | $60,000 | +36.4% | 1,674 | +5.2% | 0.02% | +28.6% |
| Q3 2020 | $44,000 | +12.8% | 1,592 | +8.2% | 0.01% | +7.7% |
| Q2 2020 | $39,000 | +18.2% | 1,472 | -2.9% | 0.01% | 0.0% |
| Q1 2020 | $33,000 | -37.7% | 1,516 | -6.7% | 0.01% | -18.8% |
| Q4 2019 | $53,000 | +23.3% | 1,624 | +12.8% | 0.02% | +14.3% |
| Q3 2019 | $43,000 | +377.8% | 1,440 | +414.3% | 0.01% | +366.7% |
| Q2 2019 | $9,000 | +12.5% | 280 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $8,000 | +14.3% | 280 | +12.0% | 0.00% | 0.0% |
| Q4 2018 | $7,000 | – | 250 | +12400.0% | 0.00% | – |
| Q3 2018 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q2 2018 | $0 | – | 2 | – | 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% |