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 | $442,800 | +90.0% | 12,000 | +100.0% | 0.06% | +1.8% |
| Q2 2023 | $233,040 | -38.3% | 6,000 | -40.0% | 0.06% | -40.6% |
| Q1 2023 | $378,000 | +2.2% | 10,000 | 0.0% | 0.10% | -8.6% |
| Q4 2022 | $370,000 | -99.9% | 10,000 | 0.0% | 0.10% | +1.9% |
| Q3 2022 | $341,000,000 | -5.3% | 10,000 | 0.0% | 0.10% | -3.7% |
| Q2 2022 | $360,000,000 | -14.5% | 10,000 | 0.0% | 0.11% | +5.9% |
| Q1 2022 | $421,000,000 | -8.7% | 10,000 | -3.1% | 0.10% | +8.6% |
| Q4 2021 | $461,000,000 | +8.2% | 10,315 | +3.2% | 0.09% | +12.0% |
| Q3 2021 | $426,000,000 | +2.7% | 10,000 | 0.0% | 0.08% | -2.4% |
| Q2 2021 | $415,000,000 | -1.9% | 10,000 | 0.0% | 0.08% | -10.5% |
| Q1 2021 | $423,000,000 | +18.2% | 10,000 | 0.0% | 0.10% | +8.0% |
| Q4 2020 | $358,000,000 | +30.7% | 10,000 | 0.0% | 0.09% | +12.8% |
| Q3 2020 | $274,000,000 | +3.0% | 10,000 | 0.0% | 0.08% | -7.1% |
| Q2 2020 | $266,000,000 | +1.9% | 10,000 | -16.3% | 0.08% | -12.5% |
| Q1 2020 | $261,075,000 | +66842.3% | 11,954 | 0.0% | 0.10% | -11.9% |
| Q4 2019 | $390,000 | – | 11,954 | – | 0.11% | – |
Download | ||||||
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% |