SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 18 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,242,736 | -34.5% | 385,982 | -31.1% | 0.20% | -34.8% |
| Q2 2023 | $21,759,256 | +142.3% | 560,228 | +135.6% | 0.31% | +117.4% |
| Q1 2023 | $8,981,970 | -5.0% | 237,807 | -7.1% | 0.14% | -12.7% |
| Q4 2022 | $9,459,551 | +34.0% | 255,871 | +23.4% | 0.16% | +19.6% |
| Q3 2022 | $7,061,000 | +17.2% | 207,324 | +23.9% | 0.14% | +20.0% |
| Q2 2022 | $6,023,000 | +16.8% | 167,387 | +36.6% | 0.12% | +36.9% |
| Q1 2022 | $5,155,000 | +11.2% | 122,532 | +18.2% | 0.08% | +15.1% |
| Q4 2021 | $4,634,000 | +223.8% | 103,695 | +208.8% | 0.07% | +204.2% |
| Q3 2021 | $1,431,000 | +42.4% | 33,585 | +46.8% | 0.02% | +41.2% |
| Q2 2021 | $1,005,000 | +95.5% | 22,877 | +88.3% | 0.02% | +54.5% |
| Q1 2021 | $514,000 | +127.4% | 12,152 | +92.9% | 0.01% | +120.0% |
| Q4 2020 | $226,000 | -90.6% | 6,299 | -93.0% | 0.01% | -92.8% |
| Q2 2020 | $2,407,000 | – | 90,590 | – | 0.07% | – |
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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% |