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 | $2,658,240 | +15.6% | 72,039 | +21.7% | 0.54% | +22.6% |
| Q2 2023 | $2,299,134 | +14.5% | 59,195 | +11.3% | 0.44% | +9.4% |
| Q1 2023 | $2,008,307 | +37.6% | 53,172 | +34.7% | 0.40% | +36.4% |
| Q4 2022 | $1,459,613 | +62.2% | 39,481 | +49.4% | 0.30% | +65.9% |
| Q3 2022 | $900,000 | +26.6% | 26,420 | +33.7% | 0.18% | +29.7% |
| Q2 2022 | $711,000 | +306.3% | 19,757 | +374.8% | 0.14% | +375.9% |
| Q1 2022 | $175,000 | – | 4,161 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 451,031 | $20,157,000 | 11.50% |
| WALLER FINANCIAL PLANNING GROUP, INC | 867,200 | $38,755,000 | 9.71% |
| Stadion Money Management, LLC | 3,183,757 | $142,282,000 | 7.43% |
| Peterson Wealth Advisors, LLC | 519,180 | $23,202,000 | 6.69% |
| Personal Wealth Partners | 358,017 | $16,000,000 | 6.60% |
| ODonnell Financial Services, LLC | 297,390 | $12,053,000 | 5.57% |
| Bull Oak Capital, LLC | 133,345 | $5,959,000 | 5.40% |
| McNamara Financial Services, Inc. | 378,563 | $16,918,000 | 4.42% |
| Annex Advisory Services, LLC | 1,436,560 | $64,200,000 | 4.40% |
| Valmark Advisers, Inc. | 5,489,792 | $245,339,000 | 4.23% |