SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 428 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,199,786 | -0.3% | 86,715 | +5.0% | 0.90% | -6.8% |
Q2 2023 | $3,208,200 | +8.5% | 82,600 | +5.5% | 0.96% | +5.4% |
Q1 2023 | $2,957,328 | +3.9% | 78,298 | +1.7% | 0.92% | -1.4% |
Q4 2022 | $2,845,800 | +7.7% | 76,976 | -0.8% | 0.93% | -0.7% |
Q3 2022 | $2,643,000 | -0.3% | 77,608 | +5.3% | 0.94% | +2.7% |
Q2 2022 | $2,652,000 | -14.1% | 73,695 | +0.4% | 0.91% | +0.9% |
Q1 2022 | $3,088,000 | +8.1% | 73,403 | +8.9% | 0.90% | +19.9% |
Q4 2021 | $2,856,000 | +3.2% | 67,415 | +3.8% | 0.75% | -10.7% |
Q3 2021 | $2,767,000 | -0.2% | 64,952 | +2.9% | 0.84% | -2.4% |
Q2 2021 | $2,773,000 | +4.6% | 63,118 | +0.6% | 0.86% | -1.8% |
Q1 2021 | $2,652,000 | +2.8% | 62,741 | -1.3% | 0.88% | +2.1% |
Q4 2020 | $2,580,000 | -90.5% | 63,588 | -93.6% | 0.86% | -84.8% |
Q3 2020 | $27,234,000 | +10.7% | 994,678 | +7.4% | 5.68% | +6.3% |
Q2 2020 | $24,602,000 | +22.9% | 925,950 | +1.0% | 5.34% | +5.0% |
Q1 2020 | $20,016,000 | – | 916,476 | – | 5.09% | – |
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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% |