SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 464 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $302,396 | -7.6% | 8,195 | -2.8% | 0.06% | -4.5% |
| Q2 2023 | $327,344 | -15.1% | 8,428 | -17.5% | 0.07% | -18.3% |
| Q1 2023 | $385,764 | -19.1% | 10,214 | -20.8% | 0.08% | -24.8% |
| Q4 2022 | $476,673 | -27.8% | 12,894 | -33.5% | 0.11% | -39.8% |
| Q3 2022 | $660,000 | -22.6% | 19,388 | -18.2% | 0.18% | -21.0% |
| Q2 2022 | $853,000 | +19.3% | 23,697 | +39.4% | 0.23% | -29.5% |
| Q1 2022 | $715,000 | -39.3% | 16,999 | -35.5% | 0.32% | -2.1% |
| Q4 2021 | $1,178,000 | -12.7% | 26,360 | -16.7% | 0.33% | -26.9% |
| Q3 2021 | $1,349,000 | -5.4% | 31,660 | -2.5% | 0.45% | -12.4% |
| Q2 2021 | $1,426,000 | +3.6% | 32,459 | -0.3% | 0.52% | -12.8% |
| Q1 2021 | $1,376,000 | -13.1% | 32,559 | -26.4% | 0.59% | -16.8% |
| Q4 2020 | $1,584,000 | +17.3% | 44,251 | -10.3% | 0.71% | +2.3% |
| Q3 2020 | $1,350,000 | -4.1% | 49,316 | -6.9% | 0.70% | -9.9% |
| Q2 2020 | $1,408,000 | +17.7% | 52,993 | -3.3% | 0.78% | -0.6% |
| Q1 2020 | $1,196,000 | -7.1% | 54,775 | +38.8% | 0.78% | +17.3% |
| Q4 2019 | $1,288,000 | +11.0% | 39,459 | +2.0% | 0.66% | +5.9% |
| Q3 2019 | $1,160,000 | +1.4% | 38,681 | +3.6% | 0.63% | +0.8% |
| Q2 2019 | $1,144,000 | -1.7% | 37,351 | -3.0% | 0.62% | -3.7% |
| Q1 2019 | $1,164,000 | +18.8% | 38,504 | +3.6% | 0.65% | +5.5% |
| Q4 2018 | $980,000 | +30.8% | 37,160 | +64.8% | 0.61% | +47.0% |
| Q3 2018 | $749,000 | -10.8% | 22,547 | -13.4% | 0.42% | -14.5% |
| Q2 2018 | $840,000 | +10.7% | 26,026 | +2.6% | 0.49% | +8.2% |
| Q1 2018 | $759,000 | – | 25,371 | – | 0.45% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 408,041 | $17,248,000 | 11.16% |
| WALLER FINANCIAL PLANNING GROUP, INC | 803,931 | $33,982,000 | 9.76% |
| Peterson Wealth Advisors, LLC | 458,720 | $19,390,000 | 7.89% |
| ISLAY CAPITAL MANAGEMENT, LLC | 201,551 | $8,520,000 | 7.03% |
| Annex Advisory Services, LLC | 1,638,327 | $69,252,000 | 6.67% |
| Stadion Money Management, LLC | 3,476,853 | $146,967,000 | 6.64% |
| Valmark Advisers, Inc. | 5,515,279 | $233,131,000 | 4.49% |
| McNamara Financial Services, Inc. | 410,342 | $14,690,000 | 4.48% |
| Wealthcare Advisory Partners LLC | 1,343,014 | $56,769,000 | 4.11% |
| Boston Standard Wealth Management, LLC | 271,885 | $11,438,000,000 | 3.72% |