SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 18 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,181 | -3.8% | 651,241 | +0.2% | 0.31% | -4.3% |
| Q2 2023 | $25,139 | +4.9% | 649,772 | +0.5% | 0.32% | +0.6% |
| Q1 2023 | $23,962 | -0.8% | 646,230 | -0.3% | 0.32% | -2.1% |
| Q4 2022 | $24,162 | -99.9% | 648,395 | -0.2% | 0.33% | -4.4% |
| Q3 2022 | $24,314,000 | +1.3% | 650,013 | -1.8% | 0.34% | +6.8% |
| Q2 2022 | $24,003,000 | -14.1% | 662,083 | +1.4% | 0.32% | +3.5% |
| Q1 2022 | $27,942,000 | +3.0% | 652,878 | +7.5% | 0.31% | +3.0% |
| Q4 2021 | $27,136,000 | +4.4% | 607,184 | +1.0% | 0.30% | -1.6% |
| Q3 2021 | $25,992,000 | -13.6% | 600,875 | -12.4% | 0.31% | -14.7% |
| Q2 2021 | $30,068,000 | +20.7% | 686,173 | +15.9% | 0.36% | +10.8% |
| Q1 2021 | $24,915,000 | +14.6% | 592,227 | -2.5% | 0.32% | +7.6% |
| Q4 2020 | $21,747,000 | +28.1% | 607,471 | -2.4% | 0.30% | +14.8% |
| Q3 2020 | $16,980,000 | +103.7% | 622,494 | +95.6% | 0.26% | +92.0% |
| Q2 2020 | $8,336,000 | +17.3% | 318,177 | -2.1% | 0.14% | +6.2% |
| Q1 2020 | $7,107,000 | +17.0% | 324,901 | +74.5% | 0.13% | +35.8% |
| Q4 2019 | $6,074,000 | – | 186,146 | – | 0.10% | – |
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% |