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 | $24,214,664 | +5.8% | 656,224 | +11.4% | 0.15% | -3.8% |
| Q2 2023 | $22,877,578 | +24.0% | 589,021 | +20.6% | 0.16% | +16.9% |
| Q1 2023 | $18,444,445 | +11.7% | 488,336 | +9.3% | 0.14% | +1.5% |
| Q4 2022 | $16,510,375 | +26.6% | 446,588 | +16.7% | 0.13% | -17.3% |
| Q3 2022 | $13,039,000 | +3.9% | 382,812 | +9.8% | 0.16% | +0.6% |
| Q2 2022 | $12,544,000 | +6.4% | 348,662 | +24.4% | 0.16% | +12.6% |
| Q1 2022 | $11,789,000 | +21.7% | 280,235 | +29.3% | 0.14% | +20.2% |
| Q4 2021 | $9,683,000 | +29.0% | 216,662 | +22.9% | 0.12% | +16.7% |
| Q3 2021 | $7,507,000 | +19.4% | 176,221 | +23.2% | 0.10% | +14.6% |
| Q2 2021 | $6,286,000 | +17361.1% | 143,053 | +10599.6% | 0.09% | +8800.0% |
| Q2 2020 | $36,000 | – | 1,337 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 467,765 | $16,830,000 | 11.39% |
| WALLER FINANCIAL PLANNING GROUP, INC | 892,674 | $32,118,000 | 9.40% |
| Stadion Money Management, LLC | 2,739,440 | $98,565,000 | 7.98% |
| Peterson Wealth Advisors, LLC | 563,795 | $20,285,000 | 6.70% |
| Garrett Wealth Advisory Group, LLC | 331,304 | $11,920,000 | 6.48% |
| Pinnacle Wealth Planning Services, Inc. | 775,833 | $27,914,000 | 5.02% |
| ISLAY CAPITAL MANAGEMENT, LLC | 122,961 | $4,424,000 | 4.61% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 188,468 | $7,399,000 | 4.56% |
| Valmark Advisers, Inc. | 5,876,217 | $211,426,000 | 4.10% |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 139,155 | $5,007,000 | 3.94% |