SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 428 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $48,884 | +50.7% | 1,324,764 | +58.6% | 0.30% | +50.0% |
| Q2 2023 | $32,444 | +84.7% | 835,330 | +79.6% | 0.20% | +68.1% |
| Q1 2023 | $17,564 | +267.4% | 465,026 | +259.7% | 0.12% | +240.0% |
| Q4 2022 | $4,780 | -98.8% | 129,288 | +960.5% | 0.04% | +1066.7% |
| Q3 2022 | $415,000 | -49.1% | 12,191 | -46.2% | 0.00% | -50.0% |
| Q2 2022 | $815,000 | -23.3% | 22,655 | -10.4% | 0.01% | -25.0% |
| Q1 2022 | $1,063,000 | -29.4% | 25,279 | -25.0% | 0.01% | -27.3% |
| Q4 2021 | $1,505,000 | +7.3% | 33,686 | +5.6% | 0.01% | 0.0% |
| Q2 2021 | $1,402,000 | 0.0% | 31,908 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $1,402,000 | 0.0% | 31,908 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $1,402,000 | 0.0% | 31,908 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $1,402,000 | 0.0% | 31,908 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $1,402,000 | 0.0% | 31,908 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $1,402,000 | 0.0% | 31,908 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $1,402,000 | 0.0% | 31,908 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $1,402,000 | 0.0% | 31,908 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $1,402,000 | 0.0% | 31,908 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $1,402,000 | +2704.0% | 31,908 | +5130.8% | 0.01% | +266.7% |
| Q1 2017 | $50,000 | – | 610 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 516,957 | $21,774,000 | 13.22% |
| Stadion Money Management, LLC | 4,958,674 | $217,884,000 | 10.98% |
| WALLER FINANCIAL PLANNING GROUP, INC | 821,923 | $36,115,000 | 9.68% |
| Peterson Wealth Advisors, LLC | 487,375 | $21,415,000 | 7.60% |
| ISLAY CAPITAL MANAGEMENT, LLC | 187,264 | $8,228,000 | 6.66% |
| Annex Advisory Services, LLC | 1,531,291 | $67,283,000 | 5.45% |
| Personal Wealth Partners | 275,704 | $12,114,000 | 4.89% |
| McNamara Financial Services, Inc. | 372,529 | $16,369,000 | 4.52% |
| Valmark Advisers, Inc. | 5,337,697 | $234,538,000 | 4.30% |
| Wealthcare Advisory Partners LLC | 1,341,421 | $58,942,000 | 3.94% |