SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 425 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $61,786 | -31.4% | 1,674 | -27.8% | 0.00% | 0.0% |
| Q2 2023 | $90,041 | -74.2% | 2,318 | -74.9% | 0.00% | -80.0% |
| Q1 2023 | $349,439 | -99.3% | 9,252 | -99.3% | 0.01% | -99.3% |
| Q4 2022 | $48,124,646 | +122.1% | 1,301,722 | +104.6% | 1.52% | +128.8% |
| Q3 2022 | $21,666,000 | +25093.0% | 636,126 | +26372.2% | 0.66% | +22000.0% |
| Q2 2022 | $86,000 | -14.9% | 2,403 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $101,000 | -5.6% | 2,403 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $107,000 | -6.1% | 2,403 | -10.5% | 0.00% | 0.0% |
| Q3 2021 | $114,000 | -69.1% | 2,684 | -68.1% | 0.00% | -72.7% |
| Q2 2021 | $369,000 | -12.8% | 8,409 | -16.0% | 0.01% | -21.4% |
| Q1 2021 | $423,000 | -98.9% | 10,007 | -99.3% | 0.01% | -99.2% |
| Q4 2020 | $39,507,000 | -0.7% | 1,442,923 | -0.7% | 1.68% | +0.4% |
| Q3 2020 | $39,775,000 | +3.3% | 1,452,698 | +0.3% | 1.67% | -4.8% |
| Q2 2020 | $38,494,000 | +21.1% | 1,448,768 | -0.5% | 1.76% | +2.5% |
| Q1 2020 | $31,797,000 | -12.9% | 1,455,889 | +30.2% | 1.71% | +5.4% |
| Q4 2019 | $36,488,000 | +396.4% | 1,118,221 | +356.4% | 1.62% | +351.4% |
| Q3 2019 | $7,350,000 | -2.1% | 245,013 | +0.0% | 0.36% | -6.5% |
| Q2 2019 | $7,505,000 | +11.6% | 244,930 | +10.1% | 0.38% | -11.5% |
| Q1 2019 | $6,726,000 | -72.2% | 222,502 | -75.8% | 0.44% | -70.0% |
| Q4 2018 | $24,195,000 | -6.4% | 917,873 | +18.0% | 1.45% | +9.5% |
| Q3 2018 | $25,852,000 | +11.9% | 777,742 | +8.6% | 1.33% | +7.5% |
| Q2 2018 | $23,108,000 | +22.5% | 715,871 | +13.6% | 1.23% | +20.9% |
| Q1 2018 | $18,859,000 | +1095.9% | 630,316 | +1105.3% | 1.02% | +1022.0% |
| Q4 2017 | $1,577,000 | – | 52,295 | – | 0.09% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 463,431 | $19,497,000 | 11.61% |
| WALLER FINANCIAL PLANNING GROUP, INC | 911,647 | $38,353,000 | 10.16% |
| Personal Wealth Partners | 365,866 | $15,392,000 | 6.72% |
| Peterson Wealth Advisors, LLC | 537,871 | $22,628,000 | 6.70% |
| Stadion Money Management, LLC | 2,772,984 | $116,659,000 | 6.63% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 209,972 | $8,834,000 | 5.02% |
| Pinnacle Wealth Planning Services, Inc. | 623,177 | $26,217,000 | 4.78% |
| Annex Advisory Services, LLC | 1,409,144 | $59,283,000 | 4.34% |
| McNamara Financial Services, Inc. | 375,211 | $15,785,000 | 4.28% |
| Valmark Advisers, Inc. | 5,592,681 | $235,284,000 | 4.14% |