SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 425 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2022 | $213,000 | -16.8% | 5,906 | -2.8% | 0.05% | -3.6% |
Q1 2022 | $256,000 | -99.5% | 6,079 | +479.5% | 0.06% | +30.2% |
Q4 2021 | $46,858,000 | +11884.1% | 1,049 | -88.6% | 0.04% | -53.3% |
Q3 2021 | $391,000 | -16.8% | 9,186 | -14.2% | 0.09% | -17.1% |
Q2 2021 | $470,000 | +13.5% | 10,702 | +9.2% | 0.11% | +4.7% |
Q1 2021 | $414,000 | +18.3% | 9,796 | +0.2% | 0.11% | +7.1% |
Q4 2020 | $350,000 | – | 9,774 | – | 0.10% | – |
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% |