SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 469 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,546,405 | -43.3% | 394,214 | -40.4% | 0.02% | -42.4% |
| Q2 2023 | $25,675,340 | +229.5% | 661,054 | +220.4% | 0.03% | +200.0% |
| Q1 2023 | $7,791,686 | +14.1% | 206,293 | +11.7% | 0.01% | +10.0% |
| Q4 2022 | $6,830,117 | +1059.6% | 184,744 | +966.7% | 0.01% | +900.0% |
| Q3 2022 | $589,000 | +6.3% | 17,320 | +12.4% | 0.00% | 0.0% |
| Q2 2022 | $554,000 | -6.7% | 15,405 | +9.1% | 0.00% | 0.0% |
| Q1 2022 | $594,000 | +69.2% | 14,117 | +79.9% | 0.00% | 0.0% |
| Q4 2021 | $351,000 | +13.6% | 7,848 | +7.9% | 0.00% | 0.0% |
| Q3 2021 | $309,000 | +5.8% | 7,273 | +9.4% | 0.00% | 0.0% |
| Q2 2021 | $292,000 | +1169.6% | 6,651 | +1098.4% | 0.00% | – |
| Q1 2021 | $23,000 | +35.3% | 555 | +14.2% | 0.00% | – |
| Q4 2020 | $17,000 | +70.0% | 486 | +29.9% | 0.00% | – |
| Q3 2020 | $10,000 | +11.1% | 374 | +11.6% | 0.00% | – |
| Q2 2020 | $9,000 | +12.5% | 335 | -13.9% | 0.00% | – |
| Q1 2020 | $8,000 | -98.4% | 389 | -97.5% | 0.00% | -100.0% |
| Q4 2019 | $503,000 | +1069.8% | 15,410 | +970.1% | 0.00% | – |
| Q3 2019 | $43,000 | +330.0% | 1,440 | +329.9% | 0.00% | – |
| Q2 2019 | $10,000 | -60.0% | 335 | -60.2% | 0.00% | – |
| Q1 2019 | $25,000 | +177.8% | 842 | +151.3% | 0.00% | – |
| Q4 2018 | $9,000 | -35.7% | 335 | -19.7% | 0.00% | – |
| Q3 2018 | $14,000 | +366.7% | 417 | +408.5% | 0.00% | – |
| Q2 2018 | $3,000 | -75.0% | 82 | -40.6% | 0.00% | – |
| Q3 2017 | $12,000 | +1100.0% | 138 | +820.0% | 0.00% | – |
| Q2 2016 | $1,000 | – | 15 | – | 0.00% | – |
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% |