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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $26,000 | -62.3% | 733 | -55.1% | 0.02% | -56.4% |
| Q1 2022 | $69,000 | -5.5% | 1,633 | 0.0% | 0.04% | -4.9% |
| Q4 2021 | $73,000 | +4.3% | 1,633 | 0.0% | 0.04% | -6.8% |
| Q3 2021 | $70,000 | -2.8% | 1,633 | 0.0% | 0.04% | +2.3% |
| Q2 2021 | $72,000 | +4.3% | 1,633 | 0.0% | 0.04% | -4.4% |
| Q1 2021 | $69,000 | +19.0% | 1,633 | 0.0% | 0.04% | +9.8% |
| Q4 2020 | $58,000 | +28.9% | 1,633 | 0.0% | 0.04% | +5.1% |
| Q3 2020 | $45,000 | +4.7% | 1,633 | 0.0% | 0.04% | +5.4% |
| Q2 2020 | $43,000 | +19.4% | 1,633 | 0.0% | 0.04% | 0.0% |
| Q1 2020 | $36,000 | +300.0% | 1,633 | +504.8% | 0.04% | +428.6% |
| Q4 2019 | $9,000 | – | 270 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 463,431 | $19,497,000 | 11.61% |
| WALLER FINANCIAL PLANNING GROUP, INC | 911,647 | $38,353,000 | 10.16% |
| Personal Wealth Partners | 365,866 | $15,392,000 | 6.72% |
| Peterson Wealth Advisors, LLC | 537,871 | $22,628,000 | 6.70% |
| Stadion Money Management, LLC | 2,772,984 | $116,659,000 | 6.63% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 209,972 | $8,834,000 | 5.02% |
| Pinnacle Wealth Planning Services, Inc. | 623,177 | $26,217,000 | 4.78% |
| Annex Advisory Services, LLC | 1,409,144 | $59,283,000 | 4.34% |
| McNamara Financial Services, Inc. | 375,211 | $15,785,000 | 4.28% |
| Valmark Advisers, Inc. | 5,592,681 | $235,284,000 | 4.14% |