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 | $2,757,574 | +90.9% | 74,731 | +100.9% | 0.00% | – |
| Q2 2023 | $1,444,693 | -67.8% | 37,196 | -68.7% | 0.00% | -100.0% |
| Q1 2023 | $4,488,511 | +76.8% | 118,838 | +73.1% | 0.00% | – |
| Q4 2022 | $2,538,064 | +137.9% | 68,652 | +119.2% | 0.00% | – |
| Q3 2022 | $1,067,000 | -97.6% | 31,316 | -97.5% | 0.00% | -100.0% |
| Q2 2022 | $44,936,000 | +2565.2% | 1,248,901 | +3015.6% | 0.01% | – |
| Q1 2022 | $1,686,000 | -19.6% | 40,086 | -14.5% | 0.00% | – |
| Q4 2021 | $2,096,000 | +748.6% | 46,909 | +708.8% | 0.00% | – |
| Q3 2021 | $247,000 | -62.9% | 5,800 | -63.2% | 0.00% | – |
| Q1 2021 | $666,000 | +55.2% | 15,761 | +31.5% | 0.00% | – |
| Q4 2020 | $429,000 | +33.6% | 11,987 | -18.5% | 0.00% | – |
| Q1 2020 | $321,000 | -74.6% | 14,705 | -62.0% | 0.00% | -100.0% |
| Q4 2019 | $1,264,000 | +19.8% | 38,736 | +11.0% | 0.00% | 0.0% |
| Q1 2019 | $1,055,000 | -74.1% | 34,905 | -77.4% | 0.00% | -50.0% |
| Q4 2018 | $4,072,000 | +128.4% | 154,495 | +606.4% | 0.00% | 0.0% |
| Q1 2017 | $1,783,000 | +580.5% | 21,870 | +439.9% | 0.00% | – |
| Q3 2015 | $262,000 | – | 4,051 | – | 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% |