SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 18 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $465 | -19.7% | 12,600 | -15.4% | 0.00% | 0.0% |
| Q2 2023 | $579 | -53.2% | 14,900 | -55.5% | 0.00% | -50.0% |
| Q4 2022 | $1,238 | -99.8% | 33,500 | +119.0% | 0.00% | +100.0% |
| Q3 2022 | $521,000 | +6.5% | 15,300 | +12.5% | 0.00% | 0.0% |
| Q2 2022 | $489,000 | -26.5% | 13,600 | -13.9% | 0.00% | 0.0% |
| Q1 2022 | $665,000 | +151.9% | 15,800 | +167.8% | 0.00% | – |
| Q4 2021 | $264,000 | -63.1% | 5,900 | -64.9% | 0.00% | -100.0% |
| Q3 2021 | $716,000 | +191.1% | 16,800 | +200.0% | 0.00% | – |
| Q2 2021 | $246,000 | -58.7% | 5,600 | -60.3% | 0.00% | -100.0% |
| Q1 2021 | $596,000 | +189.3% | 14,100 | +127.4% | 0.00% | – |
| Q3 2018 | $206,000 | -82.6% | 6,200 | -83.6% | 0.00% | -100.0% |
| Q2 2018 | $1,181,000 | +156.2% | 37,700 | +144.8% | 0.00% | 0.0% |
| Q1 2018 | $461,000 | +61.2% | 15,400 | +62.1% | 0.00% | – |
| Q4 2017 | $286,000 | – | 9,500 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 516,957 | $21,774,000 | 13.22% |
| Stadion Money Management, LLC | 4,958,674 | $217,884,000 | 10.98% |
| WALLER FINANCIAL PLANNING GROUP, INC | 821,923 | $36,115,000 | 9.68% |
| Peterson Wealth Advisors, LLC | 487,375 | $21,415,000 | 7.60% |
| ISLAY CAPITAL MANAGEMENT, LLC | 187,264 | $8,228,000 | 6.66% |
| Annex Advisory Services, LLC | 1,531,291 | $67,283,000 | 5.45% |
| Personal Wealth Partners | 275,704 | $12,114,000 | 4.89% |
| McNamara Financial Services, Inc. | 372,529 | $16,369,000 | 4.52% |
| Valmark Advisers, Inc. | 5,337,697 | $234,538,000 | 4.30% |
| Wealthcare Advisory Partners LLC | 1,341,421 | $58,942,000 | 3.94% |