SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 347 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 3.39 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,728,882 | -2.3% | 90,244 | +1.8% | 0.48% | +6.1% |
| Q1 2024 | $3,815,238 | +2.3% | 88,644 | -1.8% | 0.46% | -10.6% |
| Q4 2023 | $3,728,882 | +9.1% | 90,244 | -2.6% | 0.51% | +6.0% |
| Q3 2023 | $3,418,527 | -6.2% | 92,643 | -1.2% | 0.48% | -2.2% |
| Q2 2023 | $3,643,231 | +327.8% | 93,801 | +316.0% | 0.49% | +314.3% |
| Q1 2023 | $851,562 | +10.9% | 22,546 | +8.5% | 0.12% | +2.6% |
| Q4 2022 | $768,089 | +14.0% | 20,776 | +5.0% | 0.12% | +7.4% |
| Q3 2022 | $674,000 | -11.1% | 19,793 | -6.1% | 0.11% | -8.5% |
| Q2 2022 | $758,000 | -4.3% | 21,074 | +12.0% | 0.12% | +11.3% |
| Q1 2022 | $792,000 | +1.9% | 18,824 | +8.3% | 0.11% | -12.4% |
| Q4 2021 | $777,000 | +4.7% | 17,380 | -0.2% | 0.12% | -4.7% |
| Q3 2021 | $742,000 | +23.1% | 17,407 | +26.9% | 0.13% | +21.0% |
| Q2 2021 | $603,000 | +4.3% | 13,713 | +0.2% | 0.10% | +1.9% |
| Q1 2021 | $578,000 | – | 13,682 | – | 0.10% | – |
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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% |