SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 469 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,596 | -4.8% | 43,257 | +0.2% | 0.50% | -6.9% |
Q2 2023 | $1,677 | -46.5% | 43,175 | -48.0% | 0.54% | +0.7% |
Q1 2023 | $3,134 | +4.5% | 82,973 | +2.2% | 0.54% | -5.6% |
Q4 2022 | $3,000 | -99.9% | 81,150 | +4.0% | 0.57% | +1.6% |
Q3 2022 | $2,657,000 | +47.5% | 78,019 | +55.8% | 0.56% | +56.1% |
Q2 2022 | $1,801,000 | +19.6% | 50,064 | +39.9% | 0.36% | -28.8% |
Q1 2022 | $1,506,000 | -9.3% | 35,791 | -3.7% | 0.50% | -8.9% |
Q4 2021 | $1,661,000 | +7.2% | 37,162 | +2.2% | 0.55% | +1.1% |
Q3 2021 | $1,550,000 | +20.2% | 36,377 | +24.0% | 0.55% | +9.0% |
Q2 2021 | $1,289,000 | +5.1% | 29,333 | +1.1% | 0.50% | -3.3% |
Q1 2021 | $1,226,000 | +7.7% | 29,006 | -8.7% | 0.52% | -7.0% |
Q4 2020 | $1,138,000 | +27.9% | 31,777 | -2.2% | 0.56% | +8.8% |
Q3 2020 | $890,000 | +20.8% | 32,499 | +17.2% | 0.51% | +7.3% |
Q2 2020 | $737,000 | – | 27,738 | – | 0.48% | – |
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% |