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 | $3,169,829 | -8.8% | 85,903 | -4.0% | 0.12% | 0.0% |
| Q2 2023 | $3,474,331 | +4.0% | 89,452 | +1.1% | 0.12% | -10.2% |
| Q1 2023 | $3,342,282 | -0.7% | 88,490 | -2.8% | 0.14% | -3.5% |
| Q4 2022 | $3,364,913 | +2.0% | 91,017 | -6.0% | 0.14% | -17.4% |
| Q3 2022 | $3,298,000 | -4.2% | 96,817 | +1.1% | 0.17% | -1.1% |
| Q2 2022 | $3,444,000 | -91.2% | 95,717 | -89.7% | 0.17% | -91.4% |
| Q1 2022 | $38,949,000 | -52.9% | 925,804 | -49.9% | 2.03% | -46.3% |
| Q4 2021 | $82,631,000 | +7.7% | 1,848,983 | +2.7% | 3.78% | +13.3% |
| Q3 2021 | $76,700,000 | -0.4% | 1,800,476 | +2.8% | 3.34% | -0.1% |
| Q2 2021 | $76,995,000 | +6.9% | 1,752,266 | +2.8% | 3.34% | -3.6% |
| Q1 2021 | $72,057,000 | +23.0% | 1,704,683 | +4.1% | 3.46% | +13.8% |
| Q4 2020 | $58,604,000 | +34.1% | 1,636,986 | +2.6% | 3.04% | +8.9% |
| Q3 2020 | $43,695,000 | -15.2% | 1,595,861 | -17.7% | 2.80% | -21.9% |
| Q2 2020 | $51,535,000 | +4274.8% | 1,939,582 | +3494.4% | 3.58% | +3215.7% |
| Q1 2020 | $1,178,000 | -97.6% | 53,961 | -96.4% | 0.11% | -96.6% |
| Q4 2019 | $49,030,000 | +152.6% | 1,502,598 | +132.3% | 3.21% | +132.2% |
| Q3 2019 | $19,407,000 | +13.5% | 646,907 | +16.0% | 1.38% | +6.6% |
| Q2 2019 | $17,093,000 | -46.2% | 557,876 | -46.9% | 1.30% | -47.9% |
| Q1 2019 | $31,759,000 | – | 1,050,573 | – | 2.49% | – |
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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% |