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 | $2,624,054 | -7.0% | 71,112 | -2.1% | 0.25% | -1.6% |
| Q2 2023 | $2,820,488 | +19.0% | 72,618 | +15.8% | 0.25% | +8.2% |
| Q1 2023 | $2,369,538 | +20.7% | 62,736 | +8.8% | 0.23% | +6.4% |
| Q3 2022 | $1,963,000 | -5.4% | 57,646 | -0.0% | 0.22% | -4.8% |
| Q2 2022 | $2,075,000 | -14.8% | 57,670 | -0.4% | 0.23% | -3.0% |
| Q1 2022 | $2,435,000 | -51.4% | 57,877 | -48.5% | 0.24% | -50.4% |
| Q4 2021 | $5,014,000 | +9.1% | 112,476 | +4.2% | 0.48% | -2.2% |
| Q3 2021 | $4,597,000 | -2.1% | 107,921 | +1.0% | 0.49% | -1.0% |
| Q2 2021 | $4,697,000 | +51.8% | 106,899 | +46.1% | 0.49% | +35.0% |
| Q1 2021 | $3,094,000 | -83.5% | 73,193 | -88.0% | 0.37% | +73.5% |
| Q2 2018 | $18,709,000 | +7068.2% | 607,504 | +6751.3% | 0.21% | +322.0% |
| Q1 2018 | $261,000 | – | 8,867 | – | 0.05% | – |
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% |