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 | $2,494,805 | -18.8% | 67,610 | -14.5% | 0.01% | -16.7% |
| Q2 2023 | $3,071,624 | +4.5% | 79,084 | +1.6% | 0.01% | -7.7% |
| Q1 2023 | $2,939,907 | -24.8% | 77,837 | -26.3% | 0.01% | -35.0% |
| Q4 2022 | $3,907,043 | -22.3% | 105,681 | -28.4% | 0.02% | -31.0% |
| Q3 2022 | $5,030,000 | +180.7% | 147,669 | +196.6% | 0.03% | +141.7% |
| Q2 2022 | $1,792,000 | -17.2% | 49,793 | -3.3% | 0.01% | -14.3% |
| Q1 2022 | $2,165,000 | -19.7% | 51,469 | -14.7% | 0.01% | -22.2% |
| Q4 2021 | $2,697,000 | +0.2% | 60,342 | -4.5% | 0.02% | -18.2% |
| Q3 2021 | $2,691,000 | -1.3% | 63,169 | +1.8% | 0.02% | -12.0% |
| Q2 2021 | $2,727,000 | +70.0% | 62,062 | +63.6% | 0.02% | +47.1% |
| Q1 2021 | $1,604,000 | +1536.7% | 37,937 | +1291.2% | 0.02% | +1600.0% |
| Q4 2020 | $98,000 | +188.2% | 2,727 | +121.7% | 0.00% | 0.0% |
| Q3 2020 | $34,000 | -55.8% | 1,230 | -58.1% | 0.00% | 0.0% |
| Q2 2020 | $77,000 | -17.2% | 2,933 | -5.4% | 0.00% | -66.7% |
| Q3 2019 | $93,000 | +72.2% | 3,100 | +77.2% | 0.00% | +50.0% |
| Q2 2019 | $54,000 | +3.8% | 1,749 | +1.0% | 0.00% | 0.0% |
| Q1 2019 | $52,000 | +1633.3% | 1,731 | +1405.2% | 0.00% | – |
| Q4 2018 | $3,000 | -25.0% | 115 | 0.0% | 0.00% | – |
| Q3 2018 | $4,000 | 0.0% | 115 | 0.0% | 0.00% | – |
| Q2 2018 | $4,000 | +33.3% | 115 | 0.0% | 0.00% | – |
| Q1 2018 | $3,000 | 0.0% | 115 | 0.0% | 0.00% | – |
| Q4 2017 | $3,000 | 0.0% | 115 | 0.0% | 0.00% | – |
| Q3 2017 | $3,000 | – | 115 | – | 0.00% | – |
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% |