SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 665 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.14 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,728,525 | -18.1% | 101,044 | -13.8% | 0.04% | -19.6% |
| Q2 2023 | $4,552,458 | +9.8% | 117,211 | +6.7% | 0.05% | -1.9% |
| Q1 2023 | $4,147,944 | +317.0% | 109,821 | +82.5% | 0.05% | +92.6% |
| Q4 2022 | $994,694 | -42.1% | 60,169 | +19.3% | 0.03% | -3.6% |
| Q3 2022 | $1,718,000 | +8.1% | 50,440 | +14.2% | 0.03% | +7.7% |
| Q2 2022 | $1,589,000 | +6.9% | 44,172 | +25.1% | 0.03% | +8.3% |
| Q1 2022 | $1,486,000 | +21.9% | 35,302 | +29.4% | 0.02% | +33.3% |
| Q4 2021 | $1,219,000 | +52.4% | 27,277 | +45.2% | 0.02% | -10.0% |
| Q3 2021 | $800,000 | +19.0% | 18,787 | +22.9% | 0.02% | +11.1% |
| Q2 2021 | $672,000 | +136.6% | 15,287 | +127.7% | 0.02% | +125.0% |
| Q1 2021 | $284,000 | -3.7% | 6,713 | -18.6% | 0.01% | -20.0% |
| Q4 2020 | $295,000 | +32.3% | 8,246 | +1.2% | 0.01% | +25.0% |
| Q3 2020 | $223,000 | +9.9% | 8,147 | +6.5% | 0.01% | 0.0% |
| Q2 2020 | $203,000 | -21.9% | 7,650 | -11.8% | 0.01% | -33.3% |
| Q3 2019 | $260,000 | -2.3% | 8,673 | 0.0% | 0.01% | -25.0% |
| Q2 2019 | $266,000 | +1.5% | 8,673 | 0.0% | 0.02% | -5.9% |
| Q1 2019 | $262,000 | +14.4% | 8,673 | 0.0% | 0.02% | +13.3% |
| Q4 2018 | $229,000 | -20.5% | 8,673 | 0.0% | 0.02% | -31.8% |
| Q3 2018 | $288,000 | +13.8% | 8,673 | 0.0% | 0.02% | -24.1% |
| Q1 2018 | $253,000 | – | 8,673 | – | 0.03% | – |
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% |