SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 665 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.14 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $660,222 | -4.1% | 17,892 | +1.0% | 0.32% | -20.2% |
Q2 2023 | $688,391 | +14.2% | 17,723 | +11.1% | 0.40% | +7.8% |
Q1 2023 | $602,643 | +2.2% | 15,956 | +0.1% | 0.37% | -2.9% |
Q4 2022 | $589,459 | +9.2% | 15,944 | +0.4% | 0.38% | +6.4% |
Q3 2022 | $540,000 | -5.8% | 15,881 | -0.4% | 0.36% | +2.0% |
Q2 2022 | $573,000 | -13.8% | 15,937 | +0.8% | 0.35% | -23.5% |
Q1 2022 | $665,000 | -5.3% | 15,807 | +0.6% | 0.46% | +1.8% |
Q4 2021 | $702,000 | – | 15,714 | – | 0.45% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Leicht Financial Planning & Wealth Management, Inc. | 408,041 | $17,248,000 | 11.16% |
WALLER FINANCIAL PLANNING GROUP, INC | 803,931 | $33,982,000 | 9.76% |
Peterson Wealth Advisors, LLC | 458,720 | $19,390,000 | 7.89% |
ISLAY CAPITAL MANAGEMENT, LLC | 201,551 | $8,520,000 | 7.03% |
Annex Advisory Services, LLC | 1,638,327 | $69,252,000 | 6.67% |
Stadion Money Management, LLC | 3,476,853 | $146,967,000 | 6.64% |
Valmark Advisers, Inc. | 5,515,279 | $233,131,000 | 4.49% |
McNamara Financial Services, Inc. | 410,342 | $14,690,000 | 4.48% |
Wealthcare Advisory Partners LLC | 1,343,014 | $56,769,000 | 4.11% |
Boston Standard Wealth Management, LLC | 271,885 | $11,438,000,000 | 3.72% |