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 | $207,070 | -5.1% | 5,612 | -0.2% | 0.02% | 0.0% |
| Q2 2023 | $218,313 | -0.2% | 5,621 | -3.0% | 0.02% | -5.9% |
| Q1 2023 | $218,850 | +1.5% | 5,794 | -0.7% | 0.02% | -5.6% |
| Q4 2022 | $215,722 | +3.2% | 5,835 | -4.9% | 0.02% | -5.3% |
| Q3 2022 | $209,000 | -5.4% | 6,137 | -0.0% | 0.02% | -5.0% |
| Q2 2022 | $221,000 | -14.7% | 6,140 | -0.3% | 0.02% | 0.0% |
| Q1 2022 | $259,000 | -10.1% | 6,158 | -4.5% | 0.02% | -4.8% |
| Q4 2021 | $288,000 | -10.6% | 6,448 | -14.6% | 0.02% | -19.2% |
| Q3 2021 | $322,000 | -3.3% | 7,550 | -0.3% | 0.03% | -7.1% |
| Q2 2021 | $333,000 | -2.6% | 7,575 | -6.2% | 0.03% | -3.4% |
| Q1 2021 | $342,000 | -1.2% | 8,078 | -16.2% | 0.03% | -35.6% |
| Q4 2020 | $346,000 | +42.4% | 9,644 | +8.7% | 0.04% | -18.2% |
| Q3 2020 | $243,000 | -4.0% | 8,869 | -6.7% | 0.06% | -11.3% |
| Q2 2020 | $253,000 | +18.2% | 9,506 | -3.0% | 0.06% | -3.1% |
| Q1 2020 | $214,000 | -50.0% | 9,800 | -25.3% | 0.06% | -36.0% |
| Q4 2019 | $428,000 | +1.9% | 13,121 | -6.4% | 0.10% | -6.5% |
| Q3 2019 | $420,000 | +12.0% | 14,012 | +14.4% | 0.11% | +5.9% |
| Q2 2019 | $375,000 | +4.7% | 12,252 | +3.4% | 0.10% | +1.0% |
| Q1 2019 | $358,000 | +15.1% | 11,844 | +0.4% | 0.10% | -2.9% |
| Q4 2018 | $311,000 | -18.2% | 11,796 | +3.1% | 0.10% | -8.8% |
| Q3 2018 | $380,000 | +17.3% | 11,443 | +13.9% | 0.11% | +8.7% |
| Q2 2018 | $324,000 | +20.4% | 10,044 | +11.7% | 0.10% | +18.2% |
| Q1 2018 | $269,000 | +28.1% | 8,993 | +29.4% | 0.09% | +22.2% |
| Q4 2017 | $210,000 | – | 6,950 | – | 0.07% | – |
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% |