SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 428 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,312 | -4.3% | 35,562 | +0.7% | 0.45% | +3.0% |
| Q2 2023 | $1,371 | +13.1% | 35,299 | +10.0% | 0.44% | +7.7% |
| Q1 2023 | $1,212 | +3.7% | 32,100 | +1.5% | 0.40% | -5.2% |
| Q4 2022 | $1,169 | -99.9% | 31,622 | -1.7% | 0.43% | +6.2% |
| Q3 2022 | $1,096,000 | -8.0% | 32,181 | -2.8% | 0.40% | +3.1% |
| Q2 2022 | $1,191,000 | -12.3% | 33,106 | +2.6% | 0.39% | +9.0% |
| Q1 2022 | $1,358,000 | +2.6% | 32,268 | +8.9% | 0.36% | +8.5% |
| Q4 2021 | $1,324,000 | +8.6% | 29,619 | +3.5% | 0.33% | -0.3% |
| Q3 2021 | $1,219,000 | – | 28,619 | – | 0.33% | – |
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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% |