SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 650 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,838,328 | -4.1% | 131,120 | +0.9% | 0.59% | -1.5% |
| Q2 2023 | $5,046,364 | -3.6% | 129,927 | -6.2% | 0.60% | -11.2% |
| Q1 2023 | $5,233,939 | +3.6% | 138,574 | +1.4% | 0.68% | +4.5% |
| Q4 2022 | $5,050,989 | +1629.8% | 136,624 | +1488.8% | 0.65% | +1485.4% |
| Q3 2022 | $292,000 | -82.5% | 8,599 | -83.2% | 0.04% | -91.4% |
| Q4 2019 | $1,671,000 | +0.1% | 51,230 | -7.9% | 0.48% | -14.2% |
| Q3 2019 | $1,669,000 | -17.2% | 55,641 | -15.4% | 0.56% | -26.7% |
| Q2 2019 | $2,015,000 | +0.4% | 65,794 | -0.9% | 0.76% | +0.4% |
| Q1 2019 | $2,006,000 | +26.9% | 66,368 | +10.7% | 0.76% | +17.0% |
| Q4 2018 | $1,581,000 | – | 59,979 | – | 0.65% | – |
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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% |