SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 464 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $29,732,000 | +12.1% | 805,948 | +18.0% | 0.06% | +7.7% |
| Q2 2023 | $26,534,000 | +67.4% | 682,813 | +62.8% | 0.05% | +48.6% |
| Q1 2023 | $15,847,000 | -0.1% | 419,406 | -2.3% | 0.04% | -2.8% |
| Q4 2022 | $15,869,000 | +17.8% | 429,312 | +8.5% | 0.04% | 0.0% |
| Q3 2022 | $13,473,000 | +60.7% | 395,832 | +69.8% | 0.04% | +63.6% |
| Q2 2022 | $8,382,000 | -14.7% | 233,171 | -0.2% | 0.02% | 0.0% |
| Q1 2022 | $9,824,000 | -5.7% | 233,563 | +0.0% | 0.02% | -4.3% |
| Q4 2021 | $10,419,000 | +775.5% | 233,509 | +736.8% | 0.02% | +666.7% |
| Q3 2021 | $1,190,000 | -1.2% | 27,906 | +1.6% | 0.00% | 0.0% |
| Q2 2021 | $1,205,000 | -57.5% | 27,476 | -59.0% | 0.00% | -66.7% |
| Q1 2021 | $2,832,000 | +250.1% | 66,966 | +195.6% | 0.01% | +200.0% |
| Q4 2020 | $809,000 | +207.6% | 22,654 | +135.0% | 0.00% | +200.0% |
| Q3 2020 | $263,000 | +13.4% | 9,639 | +10.1% | 0.00% | 0.0% |
| Q2 2020 | $232,000 | -1.7% | 8,751 | +21.4% | 0.00% | 0.0% |
| Q4 2019 | $236,000 | +2.6% | 7,208 | -5.6% | 0.00% | 0.0% |
| Q3 2019 | $230,000 | -9.4% | 7,637 | -8.6% | 0.00% | -50.0% |
| Q2 2019 | $254,000 | -25.5% | 8,353 | -25.8% | 0.00% | 0.0% |
| Q1 2019 | $341,000 | +52.2% | 11,256 | +31.3% | 0.00% | 0.0% |
| Q4 2018 | $224,000 | -32.9% | 8,573 | -14.7% | 0.00% | 0.0% |
| Q3 2018 | $334,000 | +5.0% | 10,047 | +2.2% | 0.00% | 0.0% |
| Q2 2018 | $318,000 | +8.2% | 9,834 | +0.2% | 0.00% | 0.0% |
| Q1 2018 | $294,000 | -40.5% | 9,814 | -40.1% | 0.00% | -50.0% |
| Q4 2017 | $494,000 | +93.0% | 16,384 | +459.8% | 0.00% | +100.0% |
| Q3 2017 | $256,000 | – | 2,927 | – | 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% |