SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 350 filers reported holding SPDR SER TR in Q3 2021. The put-call ratio across all filers is 1.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,454,321 | -9.8% | 41,839 | +5.0% | 0.08% | -7.1% |
| Q2 2023 | $1,612,280 | -5.2% | 39,849 | -13.0% | 0.08% | -15.2% |
| Q1 2023 | $1,699,937 | -7.3% | 45,796 | +3.8% | 0.10% | -11.6% |
| Q4 2022 | $1,833,476 | +32.9% | 44,138 | +21.0% | 0.11% | +13.1% |
| Q3 2022 | $1,380,000 | +133.9% | 36,474 | +144.9% | 0.10% | +130.2% |
| Q2 2022 | $590,000 | +5.7% | 14,896 | +0.9% | 0.04% | 0.0% |
| Q1 2022 | $558,000 | +34.1% | 14,761 | +46.9% | 0.04% | +48.3% |
| Q4 2021 | $416,000 | +57.6% | 10,050 | +77.4% | 0.03% | +52.6% |
| Q3 2021 | $264,000 | – | 5,666 | – | 0.02% | – |
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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% |