SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 464 filers reported holding SPDR SER TR in Q1 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $36,457 | -36.9% | 988 | -33.6% | 0.00% | -50.0% |
| Q2 2023 | $57,794 | +18.2% | 1,488 | +14.9% | 0.00% | 0.0% |
| Q1 2023 | $48,912 | +2839.4% | 1,295 | +2777.8% | 0.00% | – |
| Q4 2022 | $1,664 | -16.8% | 45 | -26.2% | 0.00% | – |
| Q3 2022 | $2,000 | -85.7% | 61 | -84.2% | 0.00% | -100.0% |
| Q2 2022 | $14,000 | +366.7% | 386 | +532.8% | 0.00% | – |
| Q1 2022 | $3,000 | -89.7% | 61 | -90.6% | 0.00% | -100.0% |
| Q4 2021 | $29,000 | +480.0% | 647 | +453.0% | 0.00% | – |
| Q3 2021 | $5,000 | 0.0% | 117 | +0.9% | 0.00% | – |
| Q2 2021 | $5,000 | 0.0% | 116 | -1.7% | 0.00% | – |
| Q1 2021 | $5,000 | +25.0% | 118 | 0.0% | 0.00% | – |
| Q4 2020 | $4,000 | +33.3% | 118 | 0.0% | 0.00% | – |
| Q3 2020 | $3,000 | 0.0% | 118 | 0.0% | 0.00% | – |
| Q2 2020 | $3,000 | +50.0% | 118 | 0.0% | 0.00% | – |
| Q1 2020 | $2,000 | -50.0% | 118 | 0.0% | 0.00% | – |
| Q4 2019 | $4,000 | -95.6% | 118 | -96.1% | 0.00% | -100.0% |
| Q3 2019 | $91,000 | -58.3% | 3,038 | -57.4% | 0.01% | -61.9% |
| Q2 2019 | $218,000 | -88.5% | 7,126 | -88.6% | 0.02% | -90.1% |
| Q1 2019 | $1,891,000 | +405.6% | 62,563 | +340.0% | 0.21% | +307.7% |
| Q4 2018 | $374,000 | -43.0% | 14,220 | -28.0% | 0.05% | -35.8% |
| Q3 2018 | $656,000 | +2.8% | 19,750 | -0.2% | 0.08% | -11.0% |
| Q2 2018 | $638,000 | -17.5% | 19,784 | -23.4% | 0.09% | -24.8% |
| Q1 2018 | $773,000 | – | 25,839 | – | 0.12% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 451,031 | $20,157,000 | 11.50% |
| WALLER FINANCIAL PLANNING GROUP, INC | 867,200 | $38,755,000 | 9.71% |
| Stadion Money Management, LLC | 3,183,757 | $142,282,000 | 7.43% |
| Peterson Wealth Advisors, LLC | 519,180 | $23,202,000 | 6.69% |
| Personal Wealth Partners | 358,017 | $16,000,000 | 6.60% |
| ODonnell Financial Services, LLC | 297,390 | $12,053,000 | 5.57% |
| Bull Oak Capital, LLC | 133,345 | $5,959,000 | 5.40% |
| McNamara Financial Services, Inc. | 378,563 | $16,918,000 | 4.42% |
| Annex Advisory Services, LLC | 1,436,560 | $64,200,000 | 4.40% |
| Valmark Advisers, Inc. | 5,489,792 | $245,339,000 | 4.23% |