SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 665 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.14 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,564,412 | +65.6% | 42,396 | +74.3% | 0.21% | +71.7% |
Q2 2023 | $944,705 | -21.3% | 24,323 | -23.5% | 0.12% | -25.0% |
Q1 2023 | $1,200,255 | +107.4% | 31,778 | +103.0% | 0.16% | +83.9% |
Q4 2022 | $578,839 | -33.8% | 15,657 | -39.0% | 0.09% | -42.4% |
Q3 2022 | $874,000 | -39.6% | 25,674 | -36.1% | 0.15% | -36.3% |
Q2 2022 | $1,446,000 | +25.6% | 40,190 | +46.9% | 0.24% | +16.7% |
Q1 2022 | $1,151,000 | -10.6% | 27,359 | -5.1% | 0.20% | -12.1% |
Q4 2021 | $1,288,000 | -15.8% | 28,824 | -19.7% | 0.23% | -27.6% |
Q3 2021 | $1,529,000 | +27.0% | 35,898 | +31.0% | 0.32% | +19.9% |
Q2 2021 | $1,204,000 | -2.7% | 27,396 | -6.5% | 0.27% | -14.7% |
Q1 2021 | $1,238,000 | +260.9% | 29,286 | +133.7% | 0.31% | +153.7% |
Q3 2020 | $343,000 | -12.7% | 12,532 | -30.4% | 0.12% | -35.6% |
Q1 2020 | $393,000 | -19.1% | 18,012 | +21.0% | 0.19% | -0.5% |
Q4 2019 | $486,000 | +5.7% | 14,887 | +1.7% | 0.19% | +1.1% |
Q3 2019 | $460,000 | +29.6% | 14,637 | +28.2% | 0.19% | +23.4% |
Q2 2019 | $355,000 | +72.3% | 11,417 | +67.7% | 0.15% | +62.1% |
Q1 2019 | $206,000 | -46.9% | 6,807 | -53.7% | 0.10% | -51.0% |
Q4 2018 | $388,000 | +1.6% | 14,709 | +16.3% | 0.19% | +13.5% |
Q3 2018 | $382,000 | +80.2% | 12,650 | +92.8% | 0.17% | +83.9% |
Q2 2018 | $212,000 | +5.5% | 6,561 | -1.4% | 0.09% | +38.8% |
Q4 2017 | $201,000 | – | 6,651 | – | 0.07% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Leicht Financial Planning & Wealth Management, Inc. | 467,765 | $16,830,000 | 11.39% |
WALLER FINANCIAL PLANNING GROUP, INC | 892,674 | $32,118,000 | 9.40% |
Stadion Money Management, LLC | 2,739,440 | $98,565,000 | 7.98% |
Peterson Wealth Advisors, LLC | 563,795 | $20,285,000 | 6.70% |
Garrett Wealth Advisory Group, LLC | 331,304 | $11,920,000 | 6.48% |
Pinnacle Wealth Planning Services, Inc. | 775,833 | $27,914,000 | 5.02% |
ISLAY CAPITAL MANAGEMENT, LLC | 122,961 | $4,424,000 | 4.61% |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 188,468 | $7,399,000 | 4.56% |
Valmark Advisers, Inc. | 5,876,217 | $211,426,000 | 4.10% |
ADAMSBROWN WEALTH CONSULTANTS LLC | 139,155 | $5,007,000 | 3.94% |