SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 18 filers reported holding SPDR SER TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $11,476,000 | 0.0% | 311,011 | 0.0% | 3.03% | 0.0% |
| Q3 2023 | $11,476,000 | -4.1% | 311,011 | +1.0% | 3.03% | -1.0% |
| Q2 2023 | $11,965,000 | +7.7% | 308,069 | +4.7% | 3.06% | -4.0% |
| Q1 2023 | $11,111,000 | +1.4% | 294,188 | -0.7% | 3.19% | -1.9% |
| Q4 2022 | $10,954,000 | -99.9% | 296,290 | +2.8% | 3.25% | -1.5% |
| Q3 2022 | $9,821,000,000 | -2.7% | 288,339 | +3.8% | 3.30% | +1.6% |
| Q2 2022 | $10,091,000,000 | -12.7% | 277,837 | +1.1% | 3.25% | -2.0% |
| Q1 2022 | $11,559,000,000 | -3.5% | 274,748 | +2.5% | 3.31% | -0.8% |
| Q4 2021 | $11,980,000,000 | +5.1% | 268,067 | +0.1% | 3.34% | -2.0% |
| Q3 2021 | $11,404,000,000 | -1.3% | 267,699 | +1.8% | 3.41% | -2.5% |
| Q2 2021 | $11,559,000,000 | +1.1% | 263,058 | -3.2% | 3.50% | -6.0% |
| Q1 2021 | $11,438,000,000 | +12.5% | 271,885 | -4.3% | 3.72% | -1.7% |
| Q4 2020 | $10,171,000,000 | +27.0% | 284,096 | -2.9% | 3.79% | +12.1% |
| Q3 2020 | $8,011,000,000 | +2.0% | 292,593 | -1.0% | 3.38% | -4.9% |
| Q2 2020 | $7,855,000,000 | +36.8% | 295,621 | +4.6% | 3.55% | +13.8% |
| Q1 2020 | $5,741,000,000 | -36.8% | 282,680 | +1.5% | 3.12% | -23.1% |
| Q4 2019 | $9,090,000,000 | +12.1% | 278,575 | +3.1% | 4.06% | +3.8% |
| Q3 2019 | $8,109,000,000 | +1.6% | 270,314 | +3.7% | 3.91% | +0.2% |
| Q2 2019 | $7,979,000,000 | +5.3% | 260,597 | +5.2% | 3.90% | -1.0% |
| Q1 2019 | $7,580,000,000 | +19.9% | 247,712 | +3.3% | 3.94% | +4.8% |
| Q4 2018 | $6,324,000,000 | -17.8% | 239,893 | +1.4% | 3.76% | -10.0% |
| Q3 2018 | $7,692,000,000 | +16.2% | 236,614 | +7.0% | 4.18% | +1.0% |
| Q1 2018 | $6,617,000,000 | -3.0% | 221,157 | -2.3% | 4.14% | -4.6% |
| Q4 2017 | $6,823,000,000 | – | 226,292 | – | 4.34% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 451,031 | $20,157,000 | 11.50% |
| WALLER FINANCIAL PLANNING GROUP, INC | 867,200 | $38,755,000 | 9.71% |
| Stadion Money Management, LLC | 3,183,757 | $142,282,000 | 7.43% |
| Peterson Wealth Advisors, LLC | 519,180 | $23,202,000 | 6.69% |
| Personal Wealth Partners | 358,017 | $16,000,000 | 6.60% |
| ODonnell Financial Services, LLC | 297,390 | $12,053,000 | 5.57% |
| Bull Oak Capital, LLC | 133,345 | $5,959,000 | 5.40% |
| McNamara Financial Services, Inc. | 378,563 | $16,918,000 | 4.42% |
| Annex Advisory Services, LLC | 1,436,560 | $64,200,000 | 4.40% |
| Valmark Advisers, Inc. | 5,489,792 | $245,339,000 | 4.23% |