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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $4,479,495 | +2.8% | 115,332 | 0.0% | 0.07% | -4.2% |
| Q1 2023 | $4,356,090 | +0.3% | 115,332 | -1.8% | 0.07% | -2.7% |
| Q4 2022 | $4,342,496 | +300.2% | 117,460 | +268.8% | 0.07% | +252.4% |
| Q3 2022 | $1,085,000 | -13.6% | 31,850 | -8.7% | 0.02% | -8.7% |
| Q2 2022 | $1,256,000 | -6.3% | 34,900 | +9.6% | 0.02% | +9.5% |
| Q1 2022 | $1,340,000 | -5.8% | 31,850 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $1,423,000 | +4.9% | 31,850 | 0.0% | 0.02% | -4.5% |
| Q3 2021 | $1,357,000 | -3.0% | 31,850 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $1,399,000 | +3.9% | 31,850 | 0.0% | 0.02% | -4.3% |
| Q1 2021 | $1,346,000 | +18.1% | 31,850 | 0.0% | 0.02% | +9.5% |
| Q4 2020 | $1,140,000 | +13.0% | 31,850 | -13.5% | 0.02% | +5.0% |
| Q3 2020 | $1,009,000 | +3.1% | 36,840 | 0.0% | 0.02% | -4.8% |
| Q2 2020 | $979,000 | -51.5% | 36,840 | -60.1% | 0.02% | -57.1% |
| Q1 2020 | $2,017,000 | – | 92,370 | – | 0.05% | – |
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% |