SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 425 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,873,165 | +254.5% | 104,964 | +273.2% | 0.03% | +266.7% |
| Q2 2023 | $1,092,505 | +22.7% | 28,128 | +19.3% | 0.01% | +12.5% |
| Q1 2023 | $890,321 | +63.0% | 23,572 | +59.5% | 0.01% | +60.0% |
| Q4 2022 | $546,257 | +49.7% | 14,776 | +37.9% | 0.01% | -28.6% |
| Q3 2022 | $365,000 | -4.7% | 10,715 | +0.8% | 0.01% | +16.7% |
| Q2 2022 | $383,000 | -12.2% | 10,632 | +2.5% | 0.01% | 0.0% |
| Q1 2022 | $436,000 | -50.6% | 10,368 | -47.5% | 0.01% | -53.8% |
| Q4 2021 | $883,000 | -9.1% | 19,767 | -13.3% | 0.01% | -13.3% |
| Q3 2021 | $971,000 | +267.8% | 22,788 | +265.3% | 0.02% | +200.0% |
| Q1 2021 | $264,000 | – | 6,239 | – | 0.01% | – |
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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% |