SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 469 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $685,450 | -15.9% | 19,319 | -9.1% | 0.02% | -6.2% |
| Q2 2023 | $815,038 | -6.2% | 21,264 | -8.3% | 0.02% | -5.9% |
| Q1 2023 | $868,952 | -0.1% | 23,197 | +1.1% | 0.02% | -5.6% |
| Q4 2022 | $870,129 | -3.2% | 22,953 | -11.1% | 0.02% | -14.3% |
| Q3 2022 | $899,000 | -17.1% | 25,830 | -13.0% | 0.02% | -12.5% |
| Q2 2022 | $1,084,000 | -74.1% | 29,674 | -71.3% | 0.02% | -70.7% |
| Q1 2022 | $4,181,000 | +58.0% | 103,417 | +72.4% | 0.08% | +78.3% |
| Q4 2021 | $2,647,000 | -19.7% | 59,973 | -21.3% | 0.05% | -22.0% |
| Q3 2021 | $3,298,000 | -6.6% | 76,178 | -7.7% | 0.06% | -6.3% |
| Q2 2021 | $3,531,000 | +911.7% | 82,504 | +670.3% | 0.06% | +250.0% |
| Q4 2019 | $349,000 | +6.7% | 10,710 | -1.8% | 0.02% | 0.0% |
| Q3 2019 | $327,000 | +51.4% | 10,903 | +54.4% | 0.02% | +50.0% |
| Q2 2019 | $216,000 | – | 7,063 | – | 0.01% | – |
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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% |