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 | ||||
|---|---|---|---|---|---|---|
| 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. | 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% |