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 | $9,085,732 | -4.8% | 246,226 | +0.2% | 3.14% | -0.4% |
Q2 2023 | $9,546,272 | +7.7% | 245,785 | +4.8% | 3.16% | +3.6% |
Q1 2023 | $8,860,521 | +5.3% | 234,591 | +3.1% | 3.05% | -0.5% |
Q4 2022 | $8,414,750 | +6.4% | 227,610 | -1.9% | 3.06% | +3.7% |
Q3 2022 | $7,906,000 | -2.8% | 232,133 | +2.7% | 2.96% | +2.0% |
Q2 2022 | $8,132,000 | -11.6% | 226,020 | +3.4% | 2.90% | +1.3% |
Q1 2022 | $9,199,000 | -4.1% | 218,668 | +1.8% | 2.86% | -1.1% |
Q4 2021 | $9,595,000 | +9.9% | 214,702 | +4.8% | 2.89% | +3.4% |
Q3 2021 | $8,730,000 | +1.3% | 204,947 | +4.5% | 2.80% | -1.8% |
Q2 2021 | $8,620,000 | +5.5% | 196,195 | +1.5% | 2.85% | +0.6% |
Q1 2021 | $8,172,000 | +14.8% | 193,347 | -2.7% | 2.83% | +6.5% |
Q4 2020 | $7,116,000 | +33.5% | 198,785 | +2.1% | 2.66% | +19.3% |
Q3 2020 | $5,332,000 | +4.3% | 194,751 | +1.2% | 2.23% | +1.1% |
Q2 2020 | $5,112,000 | +44.7% | 192,410 | +19.0% | 2.20% | +23.2% |
Q1 2020 | $3,532,000 | -25.7% | 161,737 | +11.1% | 1.79% | -10.6% |
Q4 2019 | $4,752,000 | +19.7% | 145,635 | +10.0% | 2.00% | +12.7% |
Q3 2019 | $3,971,000 | +24.8% | 132,383 | +27.5% | 1.77% | +21.2% |
Q2 2019 | $3,182,000 | +6.5% | 103,852 | +5.1% | 1.46% | +3.7% |
Q1 2019 | $2,988,000 | +24.4% | 98,846 | +8.4% | 1.41% | +13.5% |
Q4 2018 | $2,402,000 | -10.0% | 91,147 | +13.5% | 1.24% | +3.2% |
Q3 2018 | $2,670,000 | +15.8% | 80,336 | +12.4% | 1.20% | +12.1% |
Q2 2018 | $2,306,000 | +21.6% | 71,448 | +12.7% | 1.08% | +20.2% |
Q1 2018 | $1,896,000 | – | 63,377 | – | 0.89% | – |
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% |