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 | $8,390,675 | -10.3% | 227,388 | -5.6% | 0.70% | -9.7% |
| Q2 2023 | $9,356,676 | +17.6% | 240,904 | +14.3% | 0.77% | +3.1% |
| Q1 2023 | $7,959,011 | +99.8% | 210,723 | +95.6% | 0.75% | +83.8% |
| Q4 2022 | $3,983,144 | +2.5% | 107,740 | -5.6% | 0.41% | -9.5% |
| Q3 2022 | $3,886,000 | +1.3% | 114,090 | +7.0% | 0.45% | +4.6% |
| Q2 2022 | $3,835,000 | -37.5% | 106,594 | -27.0% | 0.43% | -27.2% |
| Q1 2022 | $6,139,000 | +34.0% | 145,924 | +42.3% | 0.59% | +36.4% |
| Q4 2021 | $4,582,000 | +353.2% | 102,525 | +345.6% | 0.43% | +298.2% |
| Q3 2021 | $1,011,000 | 0.0% | 23,006 | 0.0% | 0.11% | +0.9% |
| Q2 2021 | $1,011,000 | -7.8% | 23,006 | -11.3% | 0.11% | -12.9% |
| Q1 2021 | $1,096,000 | -10.9% | 25,934 | -24.5% | 0.12% | -19.0% |
| Q4 2020 | $1,230,000 | +37.7% | 34,361 | +5.2% | 0.15% | +26.4% |
| Q3 2020 | $893,000 | -8.7% | 32,648 | -11.3% | 0.12% | -16.0% |
| Q2 2020 | $978,000 | +39.3% | 36,810 | +14.6% | 0.14% | +2.9% |
| Q1 2020 | $702,000 | +788.6% | 32,127 | +1232.0% | 0.14% | +900.0% |
| Q4 2019 | $79,000 | – | 2,412 | – | 0.01% | – |
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% |