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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $604 | -100.0% | 16 | -100.0% | 0.00% | – |
| Q4 2022 | $4,384,661 | +3.2% | 118,601 | -4.9% | 0.00% | – |
| Q3 2022 | $4,248,000 | -4.5% | 124,716 | +0.9% | 0.00% | – |
| Q2 2022 | $4,447,000 | -22.1% | 123,589 | -8.9% | 0.00% | – |
| Q1 2022 | $5,706,000 | -6.6% | 135,622 | -0.8% | 0.00% | – |
| Q4 2021 | $6,108,000 | +2.3% | 136,664 | -2.5% | 0.00% | – |
| Q3 2021 | $5,973,000 | +25.2% | 140,200 | +29.1% | 0.00% | – |
| Q2 2021 | $4,771,000 | +82.2% | 108,580 | +75.3% | 0.00% | – |
| Q1 2021 | $2,618,000 | +206.9% | 61,936 | +159.9% | 0.00% | – |
| Q4 2020 | $853,000 | +21225.0% | 23,829 | +15786.0% | 0.00% | – |
| Q3 2020 | $4,000 | 0.0% | 150 | 0.0% | 0.00% | – |
| Q2 2020 | $4,000 | -66.7% | 150 | -73.0% | 0.00% | – |
| Q1 2020 | $12,000 | -33.3% | 555 | 0.0% | 0.00% | – |
| Q4 2019 | $18,000 | +38.5% | 555 | +30.6% | 0.00% | – |
| Q3 2019 | $13,000 | +30.0% | 425 | +31.2% | 0.00% | – |
| Q2 2019 | $10,000 | 0.0% | 324 | -1.5% | 0.00% | – |
| Q1 2019 | $10,000 | – | 329 | +3555.6% | 0.00% | – |
| Q4 2018 | $0 | – | 9 | – | 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% |