SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 464 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $146,714 | +63.3% | 3,976 | +71.9% | 0.02% | +69.2% |
| Q2 2023 | $89,837 | +2.8% | 2,313 | 0.0% | 0.01% | -7.1% |
| Q1 2023 | $87,362 | +2.2% | 2,313 | 0.0% | 0.01% | -6.7% |
| Q4 2022 | $85,512 | +8.2% | 2,313 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $79,000 | +6.8% | 2,313 | +12.9% | 0.02% | 0.0% |
| Q2 2022 | $74,000 | -42.6% | 2,048 | -33.3% | 0.02% | -37.5% |
| Q1 2022 | $129,000 | -5.1% | 3,071 | +1.1% | 0.02% | -4.0% |
| Q4 2021 | $136,000 | +56.3% | 3,039 | +48.4% | 0.02% | +38.9% |
| Q3 2021 | $87,000 | -3.3% | 2,048 | 0.0% | 0.02% | -5.3% |
| Q2 2021 | $90,000 | +3.4% | 2,048 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $87,000 | +19.2% | 2,048 | 0.0% | 0.02% | +11.8% |
| Q4 2020 | $73,000 | +30.4% | 2,048 | 0.0% | 0.02% | +21.4% |
| Q3 2020 | $56,000 | +3.7% | 2,048 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $54,000 | +285.7% | 2,048 | +212.7% | 0.01% | +250.0% |
| Q1 2020 | $14,000 | +40.0% | 655 | +111.3% | 0.00% | +100.0% |
| Q4 2019 | $10,000 | +11.1% | 310 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $9,000 | -83.3% | 310 | -82.6% | 0.00% | -85.7% |
| Q2 2019 | $54,000 | +10.2% | 1,778 | +10.2% | 0.01% | +7.7% |
| Q1 2019 | $49,000 | +188.2% | 1,613 | +154.0% | 0.01% | +160.0% |
| Q4 2018 | $17,000 | – | 635 | – | 0.01% | – |
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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% |