SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 18 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,867 | +88.9% | 131,865 | +98.9% | 0.55% | +98.6% |
| Q2 2023 | $2,576 | -15.8% | 66,311 | -18.1% | 0.28% | -22.3% |
| Q1 2023 | $3,059 | +142.6% | 80,982 | +137.5% | 0.36% | +169.2% |
| Q4 2022 | $1,261 | -99.9% | 34,097 | -32.0% | 0.13% | -28.5% |
| Q3 2022 | $1,706,000 | -17.7% | 50,119 | -13.2% | 0.19% | -33.1% |
| Q2 2022 | $2,074,000 | +18.3% | 57,736 | +38.5% | 0.28% | +80.5% |
| Q1 2022 | $1,753,000 | +0.7% | 41,682 | +7.1% | 0.15% | +8.5% |
| Q4 2021 | $1,740,000 | -13.7% | 38,932 | -17.9% | 0.14% | -14.5% |
| Q3 2021 | $2,017,000 | -17.7% | 47,399 | -15.0% | 0.17% | -46.5% |
| Q2 2021 | $2,451,000 | -23.1% | 55,790 | -26.0% | 0.31% | -37.6% |
| Q1 2021 | $3,187,000 | +35.1% | 75,432 | +14.3% | 0.50% | +31.5% |
| Q4 2020 | $2,359,000 | +170.2% | 66,015 | +107.9% | 0.38% | +43.2% |
| Q3 2020 | $873,000 | +20.9% | 31,748 | +17.2% | 0.26% | -11.4% |
| Q2 2020 | $722,000 | -24.0% | 27,086 | -37.8% | 0.30% | -55.6% |
| Q1 2020 | $950,000 | -37.4% | 43,518 | -6.4% | 0.67% | -17.8% |
| Q4 2019 | $1,517,000 | -58.5% | 46,487 | -61.9% | 0.82% | -0.7% |
| Q3 2019 | $3,656,000 | +515.5% | 121,872 | +528.8% | 0.82% | -47.3% |
| Q2 2019 | $594,000 | – | 19,382 | – | 1.56% | – |
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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% |