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 | $319,111 | -7.2% | 8,648 | -2.3% | 0.12% | -5.7% |
| Q2 2023 | $343,967 | +4.6% | 8,856 | +1.7% | 0.12% | -3.2% |
| Q1 2023 | $328,826 | +2.2% | 8,706 | 0.0% | 0.13% | -5.3% |
| Q4 2022 | $321,861 | +6.2% | 8,706 | -2.2% | 0.13% | +3.9% |
| Q3 2022 | $303,000 | -5.3% | 8,906 | 0.0% | 0.13% | -7.2% |
| Q2 2022 | $320,000 | -14.7% | 8,906 | 0.0% | 0.14% | +4.5% |
| Q1 2022 | $375,000 | -6.5% | 8,906 | -0.6% | 0.13% | +0.8% |
| Q4 2021 | $401,000 | +14.6% | 8,964 | +9.2% | 0.13% | +9.2% |
| Q3 2021 | $350,000 | -3.0% | 8,212 | 0.0% | 0.12% | +0.8% |
| Q2 2021 | $361,000 | +4.0% | 8,212 | 0.0% | 0.12% | -7.0% |
| Q1 2021 | $347,000 | +18.0% | 8,212 | 0.0% | 0.13% | +10.3% |
| Q4 2020 | $294,000 | +30.7% | 8,212 | 0.0% | 0.12% | +9.4% |
| Q3 2020 | $225,000 | -0.9% | 8,212 | -4.0% | 0.11% | -5.4% |
| Q2 2020 | $227,000 | -2.2% | 8,552 | +20.5% | 0.11% | +0.9% |
| Q4 2019 | $232,000 | – | 7,100 | – | 0.11% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 408,041 | $17,248,000 | 11.16% |
| WALLER FINANCIAL PLANNING GROUP, INC | 803,931 | $33,982,000 | 9.76% |
| Peterson Wealth Advisors, LLC | 458,720 | $19,390,000 | 7.89% |
| ISLAY CAPITAL MANAGEMENT, LLC | 201,551 | $8,520,000 | 7.03% |
| Annex Advisory Services, LLC | 1,638,327 | $69,252,000 | 6.67% |
| Stadion Money Management, LLC | 3,476,853 | $146,967,000 | 6.64% |
| Valmark Advisers, Inc. | 5,515,279 | $233,131,000 | 4.49% |
| McNamara Financial Services, Inc. | 410,342 | $14,690,000 | 4.48% |
| Wealthcare Advisory Partners LLC | 1,343,014 | $56,769,000 | 4.11% |
| Boston Standard Wealth Management, LLC | 271,885 | $11,438,000,000 | 3.72% |