SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 422 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $429,184 | -5.0% | 11,631 | 0.0% | 0.16% | -0.6% |
| Q2 2023 | $451,748 | -0.2% | 11,631 | -2.9% | 0.16% | -6.0% |
| Q1 2023 | $452,522 | +3.0% | 11,981 | +0.8% | 0.17% | +1.8% |
| Q4 2022 | $439,241 | +7.7% | 11,881 | -0.8% | 0.16% | +9.3% |
| Q3 2022 | $408,000 | -8.1% | 11,981 | -2.8% | 0.15% | +0.7% |
| Q2 2022 | $444,000 | -15.9% | 12,332 | -1.8% | 0.15% | +4.2% |
| Q1 2022 | $528,000 | -8.8% | 12,552 | -3.1% | 0.14% | 0.0% |
| Q4 2021 | $579,000 | +4.9% | 12,952 | 0.0% | 0.14% | -4.0% |
| Q3 2021 | $552,000 | -3.7% | 12,952 | – | 0.15% | -3.2% |
| Q2 2021 | $573,000 | +4.0% | 0 | -100.0% | 0.16% | -3.7% |
| Q1 2021 | $551,000 | +17.7% | 13,037 | -0.2% | 0.16% | +11.0% |
| Q4 2020 | $468,000 | +26.1% | 13,067 | -3.6% | 0.14% | +13.3% |
| Q3 2020 | $371,000 | +2.8% | 13,557 | -0.1% | 0.13% | -8.6% |
| Q2 2020 | $361,000 | -21.5% | 13,573 | -35.6% | 0.14% | -38.3% |
| Q1 2020 | $460,000 | -43.6% | 21,073 | -15.7% | 0.23% | -25.1% |
| Q4 2019 | $815,000 | +8.7% | 24,988 | -0.1% | 0.30% | +0.7% |
| Q3 2019 | $750,000 | -8.1% | 25,003 | -6.1% | 0.30% | -13.5% |
| Q2 2019 | $816,000 | -6.5% | 26,638 | -7.7% | 0.35% | -9.4% |
| Q1 2019 | $873,000 | +8.0% | 28,873 | -5.8% | 0.38% | +5.2% |
| Q4 2018 | $808,000 | -20.1% | 30,645 | +0.8% | 0.36% | -4.9% |
| Q3 2018 | $1,011,000 | +22.2% | 30,405 | +18.7% | 0.38% | +11.0% |
| Q2 2018 | $827,000 | – | 25,625 | – | 0.35% | – |
Download | ||||||
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% |