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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,407,983 | +23.1% | 65,257 | +26.1% | 0.27% | +21.1% |
| Q1 2023 | $1,955,336 | +7.8% | 51,770 | +5.5% | 0.22% | +3.7% |
| Q4 2022 | $1,814,393 | +15.1% | 49,077 | +6.0% | 0.22% | +9.7% |
| Q3 2022 | $1,577,000 | -1.6% | 46,304 | +4.0% | 0.20% | -1.0% |
| Q2 2022 | $1,602,000 | -46.0% | 44,527 | -36.8% | 0.20% | -42.4% |
| Q1 2022 | $2,966,000 | -17.5% | 70,491 | -12.3% | 0.34% | -14.2% |
| Q4 2021 | $3,593,000 | +24.4% | 80,407 | +18.6% | 0.40% | +12.0% |
| Q3 2021 | $2,888,000 | -11.0% | 67,793 | -8.2% | 0.36% | -9.1% |
| Q2 2021 | $3,244,000 | +59.0% | 73,823 | +52.9% | 0.39% | +46.5% |
| Q1 2021 | $2,040,000 | +12.0% | 48,271 | -5.1% | 0.27% | +5.1% |
| Q4 2020 | $1,821,000 | +34.8% | 50,862 | +3.1% | 0.26% | +9.9% |
| Q3 2020 | $1,351,000 | – | 49,349 | – | 0.23% | – |
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% |