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 | $1,108,889 | -8.0% | 30,051 | -3.1% | 0.01% | 0.0% |
| Q2 2023 | $1,204,904 | +23.0% | 31,022 | +19.6% | 0.01% | +40.0% |
| Q1 2023 | $979,882 | +14.1% | 25,943 | +11.6% | 0.01% | 0.0% |
| Q4 2022 | $859,093 | +4.4% | 23,238 | -3.8% | 0.01% | 0.0% |
| Q3 2022 | $823,000 | -7.6% | 24,162 | -2.4% | 0.01% | 0.0% |
| Q2 2022 | $891,000 | -16.6% | 24,762 | -2.4% | 0.01% | 0.0% |
| Q1 2022 | $1,068,000 | -8.7% | 25,375 | -3.1% | 0.01% | 0.0% |
| Q4 2021 | $1,170,000 | +1.1% | 26,191 | -3.6% | 0.01% | -16.7% |
| Q3 2021 | $1,157,000 | -4.5% | 27,163 | -1.5% | 0.01% | 0.0% |
| Q2 2021 | $1,212,000 | +0.9% | 27,574 | -2.9% | 0.01% | -14.3% |
| Q1 2021 | $1,201,000 | -17.1% | 28,402 | -29.8% | 0.01% | -22.2% |
| Q4 2020 | $1,449,000 | +24.1% | 40,482 | -5.1% | 0.01% | +12.5% |
| Q3 2020 | $1,168,000 | -9.9% | 42,668 | -12.6% | 0.01% | -11.1% |
| Q2 2020 | $1,296,000 | +27.1% | 48,795 | +4.5% | 0.01% | +12.5% |
| Q1 2020 | $1,020,000 | +2.2% | 46,706 | +52.8% | 0.01% | +33.3% |
| Q4 2019 | $998,000 | +5.3% | 30,574 | -3.2% | 0.01% | -14.3% |
| Q3 2019 | $948,000 | -3.4% | 31,587 | -1.3% | 0.01% | +16.7% |
| Q2 2019 | $981,000 | +203.7% | 32,012 | +199.4% | 0.01% | +200.0% |
| Q1 2019 | $323,000 | -36.8% | 10,692 | -44.8% | 0.00% | -50.0% |
| Q4 2018 | $511,000 | – | 19,372 | – | 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% |