SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 422 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $375,000 | -5.5% | 11,023 | 0.0% | 0.07% | +2.8% |
| Q2 2022 | $397,000 | -14.4% | 11,023 | 0.0% | 0.07% | -7.7% |
| Q1 2022 | $464,000 | -28.5% | 11,023 | -24.1% | 0.08% | -36.1% |
| Q4 2021 | $649,000 | +5.0% | 14,514 | 0.0% | 0.12% | -7.6% |
| Q3 2021 | $618,000 | -3.1% | 14,514 | 0.0% | 0.13% | -6.4% |
| Q2 2021 | $638,000 | +4.1% | 14,514 | 0.0% | 0.14% | -4.7% |
| Q1 2021 | $613,000 | +107.8% | 14,514 | +76.3% | 0.15% | +60.9% |
| Q4 2020 | $295,000 | +31.1% | 8,231 | 0.0% | 0.09% | -7.1% |
| Q3 2020 | $225,000 | +2.7% | 8,231 | 0.0% | 0.10% | +30.3% |
| Q2 2020 | $219,000 | -18.3% | 8,231 | +0.3% | 0.08% | +2.7% |
| Q4 2019 | $268,000 | +8.9% | 8,209 | +0.3% | 0.07% | +1.4% |
| Q3 2019 | $246,000 | -1.6% | 8,186 | +0.2% | 0.07% | -5.2% |
| Q2 2019 | $250,000 | +1.6% | 8,166 | +0.2% | 0.08% | -9.4% |
| Q1 2019 | $246,000 | – | 8,146 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 408,041 | $17,248,000 | 11.16% |
| WALLER FINANCIAL PLANNING GROUP, INC | 803,931 | $33,982,000 | 9.76% |
| Peterson Wealth Advisors, LLC | 458,720 | $19,390,000 | 7.89% |
| ISLAY CAPITAL MANAGEMENT, LLC | 201,551 | $8,520,000 | 7.03% |
| Annex Advisory Services, LLC | 1,638,327 | $69,252,000 | 6.67% |
| Stadion Money Management, LLC | 3,476,853 | $146,967,000 | 6.64% |
| Valmark Advisers, Inc. | 5,515,279 | $233,131,000 | 4.49% |
| McNamara Financial Services, Inc. | 410,342 | $14,690,000 | 4.48% |
| Wealthcare Advisory Partners LLC | 1,343,014 | $56,769,000 | 4.11% |
| Boston Standard Wealth Management, LLC | 271,885 | $11,438,000,000 | 3.72% |