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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $336 | -89.5% | 8,644 | -89.8% | 0.07% | -79.1% |
| Q1 2023 | $3,190 | -4.7% | 84,461 | -6.7% | 0.33% | -6.5% |
| Q4 2022 | $3,347 | -99.9% | 90,543 | -2.0% | 0.35% | +1.4% |
| Q3 2022 | $3,147,000 | -10.3% | 92,399 | -5.3% | 0.35% | -2.0% |
| Q2 2022 | $3,509,000 | -20.8% | 97,533 | -7.3% | 0.36% | +6.0% |
| Q1 2022 | $4,428,000 | -12.9% | 105,243 | -9.1% | 0.34% | -32.6% |
| Q2 2021 | $5,086,000 | -32.2% | 115,754 | -34.8% | 0.50% | -27.2% |
| Q1 2021 | $7,500,000 | -49.9% | 177,423 | -57.6% | 0.68% | -64.3% |
| Q4 2020 | $14,978,000 | +26.7% | 418,379 | -3.1% | 1.91% | +1.4% |
| Q3 2020 | $11,825,000 | +2.0% | 431,871 | -1.0% | 1.89% | -9.1% |
| Q2 2020 | $11,591,000 | +18.0% | 436,260 | -3.0% | 2.07% | +42.6% |
| Q1 2020 | $9,827,000 | +10030.9% | 449,970 | +30510.2% | 1.45% | +2592.6% |
| Q3 2014 | $97,000 | – | 1,470 | – | 0.05% | – |
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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% |