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 | $2,957 | +8.1% | 80,139 | +13.8% | 0.01% | +10.0% |
| Q2 2023 | $2,735 | +572.0% | 70,406 | +553.4% | 0.01% | +400.0% |
| Q1 2023 | $407 | +12.1% | 10,776 | +9.9% | 0.00% | +100.0% |
| Q4 2022 | $363 | -99.9% | 9,808 | +7.4% | 0.00% | 0.0% |
| Q3 2022 | $311,000 | -13.4% | 9,135 | -7.0% | 0.00% | -50.0% |
| Q2 2022 | $359,000 | -11.1% | 9,820 | +2.2% | 0.00% | 0.0% |
| Q1 2022 | $404,000 | +53.0% | 9,606 | +62.9% | 0.00% | +100.0% |
| Q4 2021 | $264,000 | -45.2% | 5,897 | -60.1% | 0.00% | -66.7% |
| Q4 2019 | $482,000 | +39.7% | 14,765 | +28.4% | 0.00% | 0.0% |
| Q3 2019 | $345,000 | -3.6% | 11,502 | -1.5% | 0.00% | 0.0% |
| Q2 2019 | $358,000 | +1.1% | 11,674 | -0.3% | 0.00% | 0.0% |
| Q1 2019 | $354,000 | +14.6% | 11,713 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $309,000 | -19.9% | 11,713 | +0.8% | 0.00% | 0.0% |
| Q3 2018 | $386,000 | +1.8% | 11,620 | -1.1% | 0.00% | -25.0% |
| Q2 2018 | $379,000 | +14.2% | 11,755 | +6.0% | 0.00% | +33.3% |
| Q1 2018 | $332,000 | +8.5% | 11,094 | +9.4% | 0.00% | 0.0% |
| Q4 2017 | $306,000 | +14.2% | 10,145 | +231.4% | 0.00% | 0.0% |
| Q3 2017 | $268,000 | +5.9% | 3,061 | +1.0% | 0.00% | 0.0% |
| Q2 2017 | $253,000 | -2.3% | 3,032 | -4.5% | 0.00% | 0.0% |
| Q1 2017 | $259,000 | +12.6% | 3,174 | +9.8% | 0.00% | 0.0% |
| Q4 2016 | $230,000 | – | 2,892 | – | 0.00% | – |
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% |