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 | $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. | 463,431 | $19,497,000 | 11.61% |
| WALLER FINANCIAL PLANNING GROUP, INC | 911,647 | $38,353,000 | 10.16% |
| Personal Wealth Partners | 365,866 | $15,392,000 | 6.72% |
| Peterson Wealth Advisors, LLC | 537,871 | $22,628,000 | 6.70% |
| Stadion Money Management, LLC | 2,772,984 | $116,659,000 | 6.63% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 209,972 | $8,834,000 | 5.02% |
| Pinnacle Wealth Planning Services, Inc. | 623,177 | $26,217,000 | 4.78% |
| Annex Advisory Services, LLC | 1,409,144 | $59,283,000 | 4.34% |
| McNamara Financial Services, Inc. | 375,211 | $15,785,000 | 4.28% |
| Valmark Advisers, Inc. | 5,592,681 | $235,284,000 | 4.14% |