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 | $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. | 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% |