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 | $2,710,548 | -5.1% | 73,457 | -0.1% | 0.37% | -3.9% |
| Q2 2023 | $2,855,455 | +11.0% | 73,518 | +7.9% | 0.39% | +9.6% |
| Q1 2023 | $2,572,281 | +22.4% | 68,104 | +19.8% | 0.35% | +16.1% |
| Q4 2022 | $2,101,172 | +14.4% | 56,835 | +5.4% | 0.30% | +5.2% |
| Q3 2022 | $1,836,000 | +5.3% | 53,906 | +11.2% | 0.29% | +10.3% |
| Q2 2022 | $1,744,000 | +56.4% | 48,481 | +82.9% | 0.26% | +73.0% |
| Q1 2022 | $1,115,000 | -80.1% | 26,501 | -78.9% | 0.15% | -79.7% |
| Q4 2021 | $5,606,000 | +541.4% | 125,447 | +511.5% | 0.75% | +476.2% |
| Q3 2021 | $874,000 | +88.8% | 20,513 | +21.3% | 0.13% | +16.1% |
| Q3 2020 | $463,000 | +1.8% | 16,917 | +19.3% | 0.11% | -17.0% |
| Q4 2019 | $455,000 | +49.2% | 14,184 | +39.7% | 0.14% | +25.0% |
| Q3 2019 | $305,000 | +2.0% | 10,156 | +6.1% | 0.11% | -6.1% |
| Q2 2019 | $299,000 | +39.7% | 9,576 | +35.3% | 0.12% | +32.2% |
| Q1 2019 | $214,000 | -55.7% | 7,080 | -51.3% | 0.09% | -36.0% |
| Q3 2018 | $483,000 | +103.8% | 14,525 | +97.5% | 0.14% | +86.3% |
| Q2 2018 | $237,000 | – | 7,353 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 467,765 | $16,830,000 | 11.39% |
| WALLER FINANCIAL PLANNING GROUP, INC | 892,674 | $32,118,000 | 9.40% |
| Stadion Money Management, LLC | 2,739,440 | $98,565,000 | 7.98% |
| Peterson Wealth Advisors, LLC | 563,795 | $20,285,000 | 6.70% |
| Garrett Wealth Advisory Group, LLC | 331,304 | $11,920,000 | 6.48% |
| Pinnacle Wealth Planning Services, Inc. | 775,833 | $27,914,000 | 5.02% |
| ISLAY CAPITAL MANAGEMENT, LLC | 122,961 | $4,424,000 | 4.61% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 188,468 | $7,399,000 | 4.56% |
| Valmark Advisers, Inc. | 5,876,217 | $211,426,000 | 4.10% |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 139,155 | $5,007,000 | 3.94% |