SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 665 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.14 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,294,459 | +10.6% | 143,481 | +16.5% | 0.06% | +7.3% |
Q2 2023 | $4,785,210 | +905.2% | 123,203 | +877.5% | 0.06% | +816.7% |
Q1 2023 | $476,048 | +25.9% | 12,604 | +23.2% | 0.01% | +20.0% |
Q4 2022 | $378,232 | +20.5% | 10,231 | +11.0% | 0.01% | 0.0% |
Q3 2022 | $314,000 | -5.1% | 9,213 | +0.0% | 0.01% | 0.0% |
Q2 2022 | $331,000 | -14.2% | 9,210 | +0.3% | 0.01% | 0.0% |
Q1 2022 | $386,000 | -4.0% | 9,185 | +2.1% | 0.01% | -16.7% |
Q4 2021 | $402,000 | +5.0% | 8,997 | +0.1% | 0.01% | 0.0% |
Q3 2021 | $383,000 | -2.0% | 8,991 | +0.6% | 0.01% | -14.3% |
Q2 2021 | $391,000 | +2.4% | 8,936 | -1.1% | 0.01% | -12.5% |
Q1 2021 | $382,000 | +24.8% | 9,034 | +5.2% | 0.01% | +14.3% |
Q4 2020 | $306,000 | -15.5% | 8,584 | -35.2% | 0.01% | +16.7% |
Q3 2020 | $362,000 | +57.4% | 13,250 | +52.5% | 0.01% | -14.3% |
Q2 2020 | $230,000 | – | 8,688 | – | 0.01% | – |
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% |