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 | $6,245,603 | +2.9% | 169,257 | +8.3% | 0.42% | +6.8% |
| Q2 2023 | $6,068,252 | +4.9% | 156,237 | +2.0% | 0.40% | -0.5% |
| Q1 2023 | $5,785,739 | +7.1% | 153,183 | +4.8% | 0.40% | -2.7% |
| Q4 2022 | $5,403,744 | +9.3% | 146,165 | +0.7% | 0.41% | -0.2% |
| Q3 2022 | $4,945,000 | -3.3% | 145,196 | +2.1% | 0.41% | -20.7% |
| Q2 2022 | $5,114,000 | -13.4% | 142,149 | +1.3% | 0.52% | +1.4% |
| Q1 2022 | $5,903,000 | -4.6% | 140,318 | +1.4% | 0.51% | -0.4% |
| Q4 2021 | $6,185,000 | -44.9% | 138,418 | -47.5% | 0.51% | -44.9% |
| Q3 2021 | $11,234,000 | +3985.1% | 263,722 | +4387.4% | 0.93% | +3210.7% |
| Q2 2021 | $275,000 | -3.8% | 5,877 | -13.3% | 0.03% | -9.7% |
| Q1 2021 | $286,000 | -12.5% | 6,776 | -26.0% | 0.03% | -22.5% |
| Q4 2020 | $327,000 | +31.3% | 9,156 | +0.4% | 0.04% | +11.1% |
| Q3 2020 | $249,000 | -2.0% | 9,115 | -4.8% | 0.04% | -10.0% |
| Q2 2020 | $254,000 | +28.3% | 9,577 | +5.6% | 0.04% | +2.6% |
| Q1 2020 | $198,000 | -27.5% | 9,073 | +8.3% | 0.04% | -11.4% |
| Q4 2019 | $273,000 | +10.5% | 8,378 | +1.7% | 0.04% | +2.3% |
| Q3 2019 | $247,000 | +26.7% | 8,241 | +29.6% | 0.04% | +22.9% |
| Q2 2019 | $195,000 | +34.5% | 6,360 | +32.2% | 0.04% | +12.9% |
| Q1 2019 | $145,000 | +173.6% | 4,810 | +139.1% | 0.03% | +138.5% |
| Q4 2018 | $53,000 | +76.7% | 2,012 | +125.1% | 0.01% | +116.7% |
| Q3 2018 | $30,000 | +3.4% | 894 | +0.9% | 0.01% | -14.3% |
| Q2 2018 | $29,000 | +123.1% | 886 | +106.5% | 0.01% | +133.3% |
| Q1 2018 | $13,000 | – | 429 | – | 0.00% | – |
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% |