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 | $4,777,997 | -27.3% | 129,485 | -23.5% | 1.95% | -20.3% |
| Q2 2023 | $6,570,446 | +990.7% | 169,167 | +960.7% | 2.45% | +927.7% |
| Q1 2023 | $602,394 | -10.7% | 15,949 | -12.6% | 0.24% | -15.6% |
| Q4 2022 | $674,739 | +666.7% | 18,251 | +643.7% | 0.28% | +623.1% |
| Q3 2022 | $88,000 | 0.0% | 2,454 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $88,000 | +2833.3% | 2,454 | +3308.3% | 0.04% | +3800.0% |
| Q1 2022 | $3,000 | -84.2% | 72 | -83.4% | 0.00% | -87.5% |
| Q4 2021 | $19,000 | +5.6% | 434 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $18,000 | -5.3% | 434 | 0.0% | 0.01% | -27.3% |
| Q2 2021 | $19,000 | +35.7% | 434 | +28.4% | 0.01% | +22.2% |
| Q1 2021 | $14,000 | +16.7% | 338 | 0.0% | 0.01% | +28.6% |
| Q4 2020 | $12,000 | -36.8% | 338 | -52.7% | 0.01% | -50.0% |
| Q3 2020 | $19,000 | 0.0% | 715 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $19,000 | -62.0% | 715 | -68.8% | 0.01% | -66.7% |
| Q1 2020 | $50,000 | -91.7% | 2,290 | -87.5% | 0.04% | -90.0% |
| Q4 2019 | $600,000 | +7.1% | 18,389 | -1.5% | 0.42% | +0.2% |
| Q3 2019 | $560,000 | +16.2% | 18,676 | +18.8% | 0.42% | +13.3% |
| Q2 2019 | $482,000 | +1.5% | 15,715 | -0.0% | 0.37% | -8.9% |
| Q1 2019 | $475,000 | +17.6% | 15,719 | +2.6% | 0.40% | +4.1% |
| Q4 2018 | $404,000 | +3572.7% | 15,326 | +4659.6% | 0.39% | +3790.0% |
| Q3 2018 | $11,000 | +83.3% | 322 | +72.2% | 0.01% | +66.7% |
| Q2 2018 | $6,000 | – | 187 | – | 0.01% | – |
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% |