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 | $787,889 | +30.2% | 21,352 | +37.0% | 0.31% | +33.3% |
| Q2 2023 | $605,166 | +2.7% | 15,581 | -0.1% | 0.23% | -2.9% |
| Q1 2023 | $589,212 | +3.0% | 15,600 | +0.8% | 0.24% | -14.8% |
| Q4 2022 | $572,222 | -16.6% | 15,478 | -23.2% | 0.28% | -17.0% |
| Q3 2022 | $686,000 | +27.3% | 20,152 | +34.6% | 0.34% | +38.1% |
| Q2 2022 | $539,000 | -31.9% | 14,977 | -20.4% | 0.25% | -22.8% |
| Q1 2022 | $791,000 | -31.0% | 18,804 | -26.7% | 0.32% | -30.9% |
| Q4 2021 | $1,147,000 | +9.6% | 25,656 | +4.3% | 0.46% | -0.6% |
| Q3 2021 | $1,047,000 | +4.3% | 24,588 | +7.7% | 0.47% | +3.1% |
| Q2 2021 | $1,004,000 | -14.3% | 22,838 | -17.6% | 0.45% | -22.5% |
| Q1 2021 | $1,172,000 | +6.0% | 27,720 | -10.3% | 0.58% | -1.9% |
| Q4 2020 | $1,106,000 | +32.3% | 30,889 | +1.2% | 0.59% | +14.2% |
| Q3 2020 | $836,000 | -0.6% | 30,532 | -3.5% | 0.52% | -8.3% |
| Q2 2020 | $841,000 | – | 31,648 | – | 0.57% | – |
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% |