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 | $10,433,104 | -0.6% | 282,740 | +4.7% | 0.02% | 0.0% |
Q2 2023 | $10,491,351 | +37.9% | 270,117 | +34.1% | 0.02% | +35.7% |
Q1 2023 | $7,607,719 | +74.2% | 201,422 | +70.5% | 0.01% | +55.6% |
Q4 2022 | $4,368,270 | +24.4% | 118,156 | +14.6% | 0.01% | +12.5% |
Q3 2022 | $3,511,000 | -14.8% | 103,094 | -10.0% | 0.01% | -11.1% |
Q2 2022 | $4,123,000 | +3.5% | 114,592 | +21.1% | 0.01% | +12.5% |
Q1 2022 | $3,982,000 | +48.1% | 94,648 | +57.3% | 0.01% | +60.0% |
Q4 2021 | $2,689,000 | +86.7% | 60,161 | +78.0% | 0.01% | +66.7% |
Q3 2021 | $1,440,000 | -0.5% | 33,805 | +2.6% | 0.00% | 0.0% |
Q2 2021 | $1,447,000 | +30.7% | 32,935 | +25.7% | 0.00% | +50.0% |
Q1 2021 | $1,107,000 | -11.4% | 26,197 | -24.9% | 0.00% | -33.3% |
Q4 2020 | $1,249,000 | -58.7% | 34,882 | -68.4% | 0.00% | -66.7% |
Q3 2020 | $3,026,000 | -11.8% | 110,536 | -14.4% | 0.01% | -18.2% |
Q2 2020 | $3,432,000 | -24.0% | 129,179 | -37.5% | 0.01% | -45.0% |
Q1 2020 | $4,513,000 | +44.9% | 206,652 | +116.5% | 0.02% | +100.0% |
Q4 2019 | $3,115,000 | +55.4% | 95,459 | +42.8% | 0.01% | +42.9% |
Q3 2019 | $2,005,000 | -38.4% | 66,844 | -37.1% | 0.01% | -41.7% |
Q2 2019 | $3,255,000 | +74.9% | 106,221 | +72.6% | 0.01% | +50.0% |
Q1 2019 | $1,861,000 | +158.1% | 61,557 | +125.2% | 0.01% | +100.0% |
Q4 2018 | $721,000 | -32.7% | 27,333 | -15.2% | 0.00% | -20.0% |
Q3 2018 | $1,071,000 | -39.1% | 32,225 | -40.8% | 0.01% | -44.4% |
Q2 2018 | $1,758,000 | +216.8% | 54,446 | +193.5% | 0.01% | +200.0% |
Q1 2018 | $555,000 | +28.8% | 18,549 | +29.7% | 0.00% | 0.0% |
Q4 2017 | $431,000 | – | 14,300 | – | 0.00% | – |
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% |