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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $204,687 | +1.3% | 5,270 | +16.6% | 0.01% | -37.5% |
Q4 2021 | $202,000 | -11.4% | 4,520 | -16.2% | 0.01% | -33.3% |
Q1 2021 | $228,000 | -0.4% | 5,394 | -15.7% | 0.01% | -25.0% |
Q4 2020 | $229,000 | -37.3% | 6,397 | -53.4% | 0.02% | -54.3% |
Q2 2020 | $365,000 | +2.0% | 13,737 | -16.2% | 0.04% | -5.4% |
Q1 2020 | $358,000 | -69.9% | 16,392 | -55.0% | 0.04% | -63.0% |
Q4 2019 | $1,189,000 | +8.3% | 36,439 | -0.4% | 0.10% | -2.9% |
Q3 2019 | $1,098,000 | -10.0% | 36,600 | -8.1% | 0.10% | -14.2% |
Q2 2019 | $1,220,000 | -75.4% | 39,817 | -75.8% | 0.12% | -76.9% |
Q1 2019 | $4,967,000 | +18.5% | 164,307 | +3.4% | 0.52% | +3.8% |
Q4 2018 | $4,190,000 | -24.3% | 158,953 | -4.5% | 0.50% | -11.7% |
Q3 2018 | $5,534,000 | +493.8% | 166,480 | +476.7% | 0.57% | +454.9% |
Q2 2018 | $932,000 | – | 28,868 | – | 0.10% | – |
Download |
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% |