SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 422 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,615,925 | -5.5% | 43,792 | -0.5% | 0.58% | -3.7% |
Q2 2023 | $1,710,086 | -14.7% | 44,029 | -17.0% | 0.60% | -15.4% |
Q1 2023 | $2,004,152 | +0.6% | 53,062 | -1.6% | 0.71% | +0.9% |
Q4 2022 | $1,993,053 | +11.5% | 53,910 | +2.7% | 0.70% | +2.5% |
Q3 2022 | $1,788,000 | +14.0% | 52,505 | +20.5% | 0.68% | +27.4% |
Q2 2022 | $1,568,000 | -0.3% | 43,586 | +16.5% | 0.54% | +20.7% |
Q1 2022 | $1,573,000 | +18.4% | 37,403 | +25.8% | 0.44% | +21.3% |
Q4 2021 | $1,328,000 | +10.3% | 29,734 | +5.2% | 0.37% | +4.6% |
Q3 2021 | $1,204,000 | -0.9% | 28,256 | +2.1% | 0.35% | -0.8% |
Q2 2021 | $1,215,000 | +3.9% | 27,666 | 0.0% | 0.35% | +9.3% |
Q1 2021 | $1,169,000 | +18.1% | 27,666 | -0.0% | 0.32% | +9.1% |
Q4 2020 | $990,000 | +36.6% | 27,667 | +4.4% | 0.30% | +22.8% |
Q3 2020 | $725,000 | +3.1% | 26,489 | 0.0% | 0.24% | -2.8% |
Q2 2020 | $703,000 | +21.6% | 26,489 | 0.0% | 0.25% | +2.9% |
Q1 2020 | $578,000 | – | 26,489 | – | 0.24% | – |
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% |