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 | $2,757,574 | +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. | 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% |