SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 428 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $53,352,088 | -2.4% | 1,445,867 | +2.7% | 0.14% | -2.1% |
| Q2 2023 | $54,658,758 | +578544.5% | 1,407,275 | +462.7% | 0.15% | +440.7% |
| Q1 2023 | $9,446 | +2.1% | 250,097 | -0.1% | 0.03% | -10.0% |
| Q4 2022 | $9,253 | -99.8% | 250,289 | +97.6% | 0.03% | +76.5% |
| Q3 2022 | $4,313,000 | -6.2% | 126,653 | -0.9% | 0.02% | -10.5% |
| Q2 2022 | $4,599,000 | -22.0% | 127,799 | -8.8% | 0.02% | -13.6% |
| Q1 2022 | $5,898,000 | +365.5% | 140,204 | +394.5% | 0.02% | +340.0% |
| Q4 2021 | $1,267,000 | +46.0% | 28,355 | +39.2% | 0.01% | 0.0% |
| Q3 2021 | $868,000 | +0.1% | 20,372 | +3.3% | 0.01% | 0.0% |
| Q2 2021 | $867,000 | +61.5% | 19,730 | +55.4% | 0.01% | +25.0% |
| Q1 2021 | $537,000 | +136.6% | 12,698 | +71.8% | 0.00% | +33.3% |
| Q2 2019 | $227,000 | – | 7,393 | – | 0.00% | – |
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% |