SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 469 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $154,000 | -66.5% | 4,536 | -64.5% | 0.02% | -60.8% |
| Q2 2022 | $460,000 | -8.5% | 12,776 | +6.9% | 0.05% | -5.6% |
| Q1 2022 | $503,000 | -12.8% | 11,956 | -7.3% | 0.05% | -11.5% |
| Q4 2021 | $577,000 | +0.7% | 12,903 | -4.0% | 0.06% | -4.7% |
| Q3 2021 | $573,000 | -0.9% | 13,442 | +2.1% | 0.06% | +1.6% |
| Q2 2021 | $578,000 | -22.8% | 13,161 | -25.7% | 0.06% | -43.8% |
| Q1 2021 | $749,000 | +131.9% | 17,720 | +96.4% | 0.11% | +96.5% |
| Q4 2020 | $323,000 | +94.6% | 9,023 | +48.8% | 0.06% | +62.9% |
| Q3 2020 | $166,000 | -7.8% | 6,063 | -0.9% | 0.04% | -10.3% |
| Q2 2020 | $180,000 | +20.8% | 6,119 | -8.0% | 0.04% | -2.5% |
| Q1 2020 | $149,000 | -46.8% | 6,650 | -22.9% | 0.04% | -39.4% |
| Q4 2019 | $280,000 | – | 8,629 | – | 0.07% | – |
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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% |