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 | $2,483,220 | -10.4% | 67,296 | -5.7% | 1.04% | -11.1% |
| Q2 2023 | $2,772,650 | +19.8% | 71,386 | +16.5% | 1.17% | +11.0% |
| Q1 2023 | $2,314,632 | +4.7% | 61,282 | +2.5% | 1.05% | +0.4% |
| Q4 2022 | $2,211,205 | +18.6% | 59,811 | +9.3% | 1.05% | +6.3% |
| Q3 2022 | $1,864,000 | +8.2% | 54,734 | +14.4% | 0.99% | +1.9% |
| Q2 2022 | $1,722,000 | -8.5% | 47,847 | +7.0% | 0.97% | +5.9% |
| Q1 2022 | $1,882,000 | +10.2% | 44,737 | +17.1% | 0.92% | +5.7% |
| Q4 2021 | $1,708,000 | +109.6% | 38,212 | +99.6% | 0.87% | +78.4% |
| Q3 2021 | $815,000 | +307.5% | 19,140 | +320.9% | 0.49% | +273.8% |
| Q2 2021 | $200,000 | – | 4,547 | – | 0.13% | – |
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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% |