SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 665 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.14 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,274,830 | -10.1% | 34,548 | -5.4% | 0.02% | -13.6% |
| Q2 2023 | $1,418,524 | +3.2% | 36,522 | +0.3% | 0.02% | -15.4% |
| Q1 2023 | $1,374,647 | -2.2% | 36,395 | -4.3% | 0.03% | -23.5% |
| Q4 2022 | $1,405,884 | +7.0% | 38,028 | -1.5% | 0.03% | -17.1% |
| Q3 2022 | $1,314,000 | -7.8% | 38,590 | -2.5% | 0.04% | -4.7% |
| Q2 2022 | $1,425,000 | -17.6% | 39,595 | -3.6% | 0.04% | -24.6% |
| Q1 2022 | $1,729,000 | -10.6% | 41,089 | -5.0% | 0.06% | -9.5% |
| Q4 2021 | $1,933,000 | +0.7% | 43,248 | -4.0% | 0.06% | -10.0% |
| Q3 2021 | $1,920,000 | -14.1% | 45,071 | -11.3% | 0.07% | -22.2% |
| Q2 2021 | $2,234,000 | +4.5% | 50,831 | +0.5% | 0.09% | -21.7% |
| Q1 2021 | $2,138,000 | +6.2% | 50,585 | -10.1% | 0.12% | -1.7% |
| Q4 2020 | $2,014,000 | +17.0% | 56,249 | -10.5% | 0.12% | -0.8% |
| Q3 2020 | $1,721,000 | -4.5% | 62,849 | -7.4% | 0.12% | -13.9% |
| Q2 2020 | $1,803,000 | +16.0% | 67,860 | -4.6% | 0.14% | -6.8% |
| Q1 2020 | $1,554,000 | -35.5% | 71,153 | -3.6% | 0.15% | -50.2% |
| Q4 2019 | $2,408,000 | +7.6% | 73,795 | -1.1% | 0.30% | -5.1% |
| Q3 2019 | $2,238,000 | +8.1% | 74,588 | +10.4% | 0.31% | +6.5% |
| Q2 2019 | $2,070,000 | +31.2% | 67,561 | +29.4% | 0.29% | -1.4% |
| Q1 2019 | $1,578,000 | +21.1% | 52,204 | +5.7% | 0.30% | +8.4% |
| Q4 2018 | $1,303,000 | -12.0% | 49,412 | +11.0% | 0.27% | +2.6% |
| Q3 2018 | $1,480,000 | +6.5% | 44,515 | +3.4% | 0.27% | -10.4% |
| Q2 2018 | $1,390,000 | +13.2% | 43,068 | +5.0% | 0.30% | +14.7% |
| Q1 2018 | $1,228,000 | +94.9% | 41,033 | +96.5% | 0.26% | +94.7% |
| Q4 2017 | $630,000 | – | 20,886 | – | 0.13% | – |
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% |