SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 665 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.14 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. | 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% |