SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 464 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.05 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. | 408,041 | $17,248,000 | 11.16% |
| WALLER FINANCIAL PLANNING GROUP, INC | 803,931 | $33,982,000 | 9.76% |
| Peterson Wealth Advisors, LLC | 458,720 | $19,390,000 | 7.89% |
| ISLAY CAPITAL MANAGEMENT, LLC | 201,551 | $8,520,000 | 7.03% |
| Annex Advisory Services, LLC | 1,638,327 | $69,252,000 | 6.67% |
| Stadion Money Management, LLC | 3,476,853 | $146,967,000 | 6.64% |
| Valmark Advisers, Inc. | 5,515,279 | $233,131,000 | 4.49% |
| McNamara Financial Services, Inc. | 410,342 | $14,690,000 | 4.48% |
| Wealthcare Advisory Partners LLC | 1,343,014 | $56,769,000 | 4.11% |
| Boston Standard Wealth Management, LLC | 271,885 | $11,438,000,000 | 3.72% |